Harvest Financial Advisors, Llc
- Regulatory AUM
- $671M
- Discretionary
- $647M
- Clients
- 442
- Avg AUM / client
- $1.5M
- Accounts
- 1,398
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of Jul 06, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 421 | $481M | 71.7% |
| High net worth individuals | 21 | $190M | 28.3% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Humana Retirement Savings Plan Humana Inc. | 2024 |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Marc Erle Henn | President/Chief Compliance Officer | CFP | Jun 2007 (19y) | 75% or more |
| Paul E. Burgdorf | Senior Vice President | Jan 2011 (16y) | 25% – 50% | |
| Bruce Mason | Registered representative | Jul 2008 (18y) | ||
| Monica Lynn Dwyer | Registered representative | CFP | Apr 2018 (8y) | |
| Matthew Mark Savoti | Registered representative | Apr 2023 (3y) | ||
| Benjamin Francis Hunter | Registered representative | Dec 2023 (3y) | ||
| Joy Michelle Schlie | Registered representative | CFP | Jan 2024 (3y) | |
| Ryan D Motsinger | Registered representative | Feb 2025 (1y) | ||
| Gaye Clarke Lampert | Registered representative | Apr 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Humana Retirement Savings Plan | Humana Inc. | 42,968 | $7.7B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/06/2026 | 1.15 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 06, 2026.
View current Form ADV (SEC/IAPD) ↗