Joy Schlie
Harvest Financial Advisors · West Chester, Ohio
Joy Schlie is a fee-only financial advisor at Harvest Financial Advisors in West Chester, Ohio, who holds the CFP credential. Joy 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 | West Chester, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $671.0M across 1,398 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IN, KY, OH · CRD 2820814 |
| Exams passed | Series 63 (1998) · Series 66 (2006) |
| Firm size | 9 employees |
| Disclosures | Reported; see the SEC record |
| Website | harvestadvisors.com |
| Profile |
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Questions about Joy
Is Joy Schlie a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joy 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 Joy charge for financial advice?
Joy's firm, Harvest Financial Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Joy Schlie based?
Joy Schlie is based in West Chester, Ohio.
What does Joy specialize in?
Joy's specialties include retirement planning, divorce financial planning, family wealth transfer and estate & legacy planning. Joy works with executives, retirees, ultra high net worth, divorced individuals and multi-generational families.
What credentials does Joy Schlie hold?
Joy Schlie holds the CFP credential.
Is Joy Schlie registered with the SEC?
Yes. Joy Schlie is registered as an investment adviser representative in IN, KY and OH (CRD 2820814), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
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 Joy Schlie?
Through Joy'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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