Marc Henn
Harvest Financial Advisors · Cincinnati, Ohio
Marc Henn is a fee-only financial advisor at Harvest Financial Advisors in Cincinnati, Ohio, who holds the CFP credential. Marc 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 | Cincinnati, 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 CA, FL, IN, KY, OH, PA, TX · CRD 2120816 |
| Exams passed | Series 63 (1991) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | harvestadvisors.com |
| Profile |
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Questions about Marc
Is Marc Henn a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Marc 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 Marc charge for financial advice?
Marc's firm, Harvest Financial Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Marc Henn based?
Marc Henn is based in Cincinnati, Ohio.
What does Marc specialize in?
Marc's specialties include retirement planning, divorce financial planning, family wealth transfer and estate & legacy planning. Marc works with executives, retirees, ultra high net worth, divorced individuals and multi-generational families.
What credentials does Marc Henn hold?
Marc Henn holds the CFP credential.
Is Marc Henn registered with the SEC?
Yes. Marc Henn is registered as an investment adviser representative in CA, FL, IN, KY, OH, PA and TX (CRD 2120816), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
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 Marc Henn?
Through Marc'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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