Bruce Mason
Harvest Financial Advisors · Cincinnati, Ohio
Bruce Mason is a fee-only financial advisor at Harvest Financial Advisors in Cincinnati, Ohio. Bruce focuses on retirement planning, divorce financial planning and family wealth transfer. Harvest Financial Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Executives
- Retirees
- Ultra high net worth
- Divorced individuals
- Multi-generational families
Facts
| Firm | Harvest Financial Advisors |
|---|---|
| Based in | Cincinnati, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $671.0M across 1,398 accounts |
| SEC registration | Investment adviser representative in IN, KY, OH · CRD 4525261 |
| Exams passed | Series 65 (2008) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | harvestadvisors.com |
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Questions about Bruce
Is Bruce Mason a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bruce holds no broker registration, and Harvest Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Bruce charge for financial advice?
Bruce's firm, Harvest Financial Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Bruce Mason based?
Bruce Mason is based in Cincinnati, Ohio.
What does Bruce specialize in?
Bruce's specialties include retirement planning, divorce financial planning, family wealth transfer and estate & legacy planning. Bruce works with executives, retirees, ultra high net worth, divorced individuals and multi-generational families.
Is Bruce Mason registered with the SEC?
Yes. Bruce Mason is registered as an investment adviser representative in IN, KY and OH (CRD 4525261), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Harvest Financial Advisors manage?
Harvest Financial Advisors reports $671.0M across 1,398 accounts in assets under management.
How do I contact Bruce Mason?
Through Bruce's website, harvestadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Harvest Financial Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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