Harvest Financial Group, LLC

**Harvest Financial Group, LLC Summary:** Established in 2009, Harvest Financial Group, LLC is a registered investment adviser offering financial planning and portfolio management services. The firm is owned and managed by Kyle Mills. Harvest provides tailored services to individuals, trusts, estates, charitable organizations, and corporations without requiring a minimum account size. The firm's investment strategies include low volatility income, moderate growth and income, and growth portfolios. For financial planning services, fees range from $400 to $2,000, while portfolio management fees are a percentage of assets under management, ranging from .50% to 2.50%. Harvest may recommend third-party advisers, and clients have the option to direct brokerage for their accounts. The firm does not charge performance-based fees or engage in side-by-side management. Harvest exercises investment discretion based on client agreements, offering both discretionary and non-discretionary management services. The firm has a Business Continuity Plan in place to ensure operational continuity in the event of a disaster. Harvest does not have any material changes to report since its last update in March 2024. For more information, clients can contact Harvest Financial Group, LLC at 3900 Westerre Parkway, Suite 300, Richmond, VA 23233 or visit their website at www.harvestfg.com.