CRD: 333146
Harvestwise Wealth Planning
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-25-2024
- Office Locations
- 1
Office Locations
About Harvestwise Wealth Planning
HarvestWise Wealth Planning is a fee-only, fiduciary RIA providing values-driven wealth planning and investment management for individuals and families, including retirement planning, estate planning/charitable giving, and business succession guidance. The firm emphasizes faith-guided stewardship and personalized planning, and supports clients through a RightCapital client portal with custody options including Schwab and Altruist.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 104 clients, or 104 clients per representative. That equates to $406.5K in reported AUM per client.
The profile lists 1 reported office location and 1 years in operation. The source data was last updated on April 28, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Harvestwise Wealth Planning's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Harvestwise Wealth Planning record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
SHANE J KOCHON
Chief Compliance Officer, Chief Executive Officer, FOUNDER
- CRD
- #5296319
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $42,276,000 | $160,272 |
| Non-Discretionary | $0 | -- |
| Total | $42,276,000 | $160,272 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Harvestwise Wealth Planning has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.