James Wright
Harvest Financial Partners · Paoli, Pennsylvania
James Wright is a fee-only financial advisor at Harvest Financial Partners in Paoli, Pennsylvania, who holds the CFA credential. Harvest Financial Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Harvest Financial Partners |
|---|---|
| Based in | Paoli, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $148.8M across 383 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in PA · CRD 2470758 |
| Exams passed | Series 65 (1994) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.harvestfp.com |
How James's firm compares
- Harvest Financial Partners's average account is about $389,000, from its Form ADV (assets managed divided by 383 accounts).
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Questions about James
Is James Wright a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Harvest Financial Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does James charge for financial advice?
James's firm, Harvest Financial Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is James Wright based?
James Wright is based in Paoli, Pennsylvania.
What credentials does James Wright hold?
James Wright holds the CFA credential.
Is James Wright registered with the SEC?
Yes. James Wright is registered as an investment adviser representative in PA (CRD 2470758), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Harvest Financial Partners manage?
Harvest Financial Partners reports $148.8M across 383 accounts in assets under management.
How do I contact James Wright?
Through James's website, www.harvestfp.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
- 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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