# Jeanne Hill

> Jeanne Hill is a fee-only financial advisor at Harvest Portfolio Management in North Fort Myers, Florida. Jeanne charges a percentage of assets and focuses on estate & legacy planning, tax planning and family wealth transfer.

Page: https://find.wellspent.co/advisors/jeanne-hill/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Harvest Portfolio Management
- **Based in:** North Fort Myers, Florida
- **Fee model:** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $90M across 90 accounts
- **Specialties:** Estate & legacy planning, Tax planning, Family wealth transfer
- **CRD:** 2473161 (https://adviserinfo.sec.gov/individual/summary/2473161)
- **SEC registration:** Investment adviser representative in FL, MI, SC
- **Exams passed:** Series 63 (1994), Series 65 (1994)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://harvestportfoliomanagement.com

## Frequently asked questions

### Is Jeanne Hill a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jeanne holds no broker registration, and Harvest Portfolio Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jeanne charge for financial advice?

Jeanne charges a percentage of assets.

### Where is Jeanne Hill based?

Jeanne Hill is based in North Fort Myers, Florida.

### What does Jeanne specialize in?

Jeanne's specialties include estate & legacy planning, tax planning and family wealth transfer.

### Is Jeanne Hill registered with the SEC?

Yes. Jeanne Hill is registered as an investment adviser representative in FL, MI and SC (CRD 2473161), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Harvest Portfolio Management manage?

Harvest Portfolio Management reports $90M across 90 accounts in assets under management.

### How do I contact Jeanne Hill?

Through Jeanne's website, harvestportfoliomanagement.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2473161): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.harvestportfoliomanagement.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.