Monica Dwyer
Harvest Financial Advisors · West Chester, Ohio
Monica Dwyer is a fee-only financial advisor at Harvest Financial Advisors in West Chester, Ohio, who holds the CFP credential. Monica 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, PA · CRD 4941189 |
| Exams passed | Series 63 (2005) · Series 66 (2009) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | harvestadvisors.com |
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Questions about Monica
Is Monica Dwyer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Monica 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 Monica charge for financial advice?
Monica's firm, Harvest Financial Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Monica Dwyer based?
Monica Dwyer is based in West Chester, Ohio.
What does Monica specialize in?
Monica's specialties include retirement planning, divorce financial planning, family wealth transfer and estate & legacy planning. Monica works with executives, retirees, ultra high net worth, divorced individuals and multi-generational families.
What credentials does Monica Dwyer hold?
Monica Dwyer holds the CFP credential.
Is Monica Dwyer registered with the SEC?
Yes. Monica Dwyer is registered as an investment adviser representative in IN, KY, OH and PA (CRD 4941189), 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 Monica Dwyer?
Through Monica'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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