F

Faithful Harvest Financial

Updated today

Client AUM

$0

Clients

0

Advisors

1

of 1 employees

About

Faithful Harvest Financial is a fee-only registered investment adviser serving individuals and high-net-worth clients with portfolio management and a range of financial planning services. Offerings include comprehensive and limited‑scope plans as well as hourly consulting and focused cash‑flow, budgeting, and debt‑management engagements.

The firm emphasizes individualized investment policy development and asset‑allocation targets and implements managed accounts on a discretionary basis when engaged. Portfolios may combine passive and active strategies, accommodate socially responsible screens on request, and incorporate independent outside managers for portions of client assets while the firm retains ongoing oversight.

Distinguishing this firm from many peers in its category, Faithful Harvest is newly registered and reported no assets or active advisors at the time of its ADV filing, yet it provides multiple uncommon fee arrangements for similar firms — including hourly, fixed/project, and recurring fixed planning fees — and explicitly includes selection of other advisers as part of its service model. The firm does not act as a private‑fund adviser and relies on third‑party custodial platforms and outside managers rather than proprietary private fund structures.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Cash flow / budgeting Charitable giving & philanthropy

Occupation focus

Executive Founder/Business Owner

Demographic focus

Values-based investing

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Fee options

Fixed

Project-based financial planning fixed fees range from $4,000 to $10,000; Cashflow: Budgeting and Debt Management is a fixed fee of $2,400 for six sessions

Percentage

$350,000 - $499,999: 1.2% $500,000 - $999,999: 1.0% $1,000,000 - $1,999,999: 0.80% $2,000,000 - $2,999,999: 0.70% $3,000,000 - $4,999,999: 0.60% $5,000,000 - $9,999,999: 0.50% $10,000,000+: Annual Fee Capped at $50,000

Project-based

$300 per hour for hourly financial consulting services

Subscriptions

Ongoing financial planning fees range from $4,000 to $10,000 annually, paid monthly in advance

Other

Account minimum: $350,000 Minimum fee: $4,000 minimum annual fee for clients with less than $350,000 assets under management Fee-only: Fee-only firm, compensation solely from clients, no commissions received

Main office

Overland Park KS

Advisors at this office

1

Most active in

Kansas · Missouri

Also doing business as

Faithful Harvest Financial · Faithful Harvest Financial, LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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