Jeanne Hill
Harvest Portfolio Management · North Fort Myers, Florida
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.
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Specialties
Facts
| Firm | Harvest Portfolio Management |
|---|---|
| Based in | North Fort Myers, Florida |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $90M across 90 accounts |
| SEC registration | Investment adviser representative in FL, MI, SC · CRD 2473161 |
| Exams passed | Series 63 (1994) · Series 65 (1994) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | harvestportfoliomanagement.com |
How Jeanne's firm compares
- Harvest Portfolio Management's average account is about $1.0 million, from its Form ADV (assets managed divided by 90 accounts).
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Questions about Jeanne
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.
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 Portfolio Management 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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