Harvesting Gains Corporation
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides investment and planning services primarily to individuals, high‑net‑worth clients, business owners, and trusts and estates. Its service menu includes discretionary securities portfolio management, 1031 like‑kind exchange advisory (including evaluation of DST and TIC replacement properties), private placement advice for qualified investors, and comprehensive financial, tax, charitable, and pension planning.
Advisory work is tailored through a discovery process that assesses goals, risk tolerance, and tax considerations, and it combines fundamental company analysis, macroeconomic inputs, and tax‑efficient portfolio management with a long‑term buy‑and‑hold orientation. Uncommonly for firms of its size, the firm also provides security‑pricing and ratings analysis and offers market‑timing guidance as part of its advisory toolkit, while coordinating implementation with client‑selected custodians and third‑party legal or tax advisors.
What distinguishes the firm from many peers is its close affiliation with a separately owned real estate brokerage that forms and holds DST investments and the fact that a firm principal has prior DST sponsor experience and personal DST investments—disclosures the firm makes and manages as potential conflicts. The firm also offers periodic educational seminars and workshops and is a newly formed, two‑advisor practice in the process of onboarding clients, a structure that may involve key‑person concentration and direct engagement on complex 1031 and private placement matters.
Client services
Expertise
Occupation focus
Fee options
Private Placement Advisory fee is a negotiated one-time flat fee of 2.50% of investment or a negotiated flat fee; Comprehensive Financial Planning may be a negotiated flat fee.
$0 - $999,999.99: 1.15% $1,000,000 - $2,499,999.99: 0.85% $2,500,000 - $4,999,999.99: 0.75% $5,000,000 - $9,999,999.99: 0.55% $10,000,000+: 0.35%
$250 per hour for various advisory and planning services as specified.
Account minimum: $1,000,000 Fee-only: Hourly rate of $250/hour for Financial Planning, Tax Planning Advisory, Charitable Planning, Pension Consulting, Selection of Other Advisers, Security Ratings/Pricing Services, Market Timing Services, and Educational Seminars/Workshops.
Main office
7636 Marker Rd
San Diego CA 92130
Advisors at this office
2
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Joseph S
CFP®, Series 63, Series 65
San Diego, CA
Harvesting Gains Corporation
Joseph Stella is a Certified Financial Planner (CFP®) with 11 years of industry experience. He is currently with Harvesting Gains Corporation in San Diego, CA, and has previously worked at firms including Presidio Capital Management, Cetera, First Allied Advisory Services, and Gould Asset Management. Harvesting Gains Corporation serves individuals, high-net-worth clients, business owners, and trusts with investment and planning services that include discretionary portfolio management, 1031 like-kind exchange advisory, private placement advice, and comprehensive financial planning. The firm combines fundamental and macroeconomic analysis with tax-efficient portfolio management and offers unique services such as security-pricing analysis and market-timing guidance.
Steven P
CFP®, Series 66
San Diego, CA
Harvesting Gains Corporation
Steven Prescott is a CFP® and holds a Series 66 license, with eight years of industry experience. He has worked at Colorado Financial Service Corporation since 2019 and concurrently at Kingsbarn Real Estate Capital since 2016. He is based in San Diego, CA. Harvesting Gains Corporation provides investment and planning services primarily to individuals, high-net-worth clients, business owners, and trusts and estates. The firm offers discretionary portfolio management, 1031 like-kind exchange advisory, private placement advice, and comprehensive financial, tax, charitable, and pension planning, combining fundamental analysis, macroeconomic inputs, and tax-efficient, long-term portfolio management.
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