Jason Harvey
Active Lifestyle Financial Planning · Charleston, South Carolina
Jason Harvey is a fee-only financial advisor at Active Lifestyle Financial Planning in Charleston, South Carolina. Active Lifestyle Financial Planning reports charging fixed fees on its Form ADV.
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Facts
| Firm | Active Lifestyle Financial Planning |
|---|---|
| Based in | Charleston, South Carolina |
| Fee model (firm's Form ADV) | Fixed fees |
| Accepting new clients | Yes |
| SEC registration | Investment adviser representative in SC, TX · CRD 3048618 |
| Exams passed | Series 65 (2011) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | activelifestylefinancialplanning.com |
| Profile |
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Questions about Jason
Is Jason Harvey a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and Active Lifestyle Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jason charge for financial advice?
Jason's firm, Active Lifestyle Financial Planning, reports charging fixed fees on its SEC Form ADV.
Where is Jason Harvey based?
Jason Harvey is based in Charleston, South Carolina.
Is Jason Harvey registered with the SEC?
Yes. Jason Harvey is registered as an investment adviser representative in SC and TX (CRD 3048618), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact Jason Harvey?
Through Jason's website, activelifestylefinancialplanning.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
- Active Lifestyle Financial Planning 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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