Paul Burgdorf
Harvest Financial Advisors · West Chester, Ohio
Paul Burgdorf is a fee-only financial advisor at Harvest Financial Advisors in West Chester, Ohio. Paul 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 |
| SEC registration | Investment adviser representative in CA, IN, KY, OH · CRD 5868892 |
| Exams passed | Series 65 (2010) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | harvestadvisors.com |
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Questions about Paul
Is Paul Burgdorf a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Paul 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 Paul charge for financial advice?
Paul's firm, Harvest Financial Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Paul Burgdorf based?
Paul Burgdorf is based in West Chester, Ohio.
What does Paul specialize in?
Paul's specialties include retirement planning, divorce financial planning, family wealth transfer and estate & legacy planning. Paul works with executives, retirees, ultra high net worth, divorced individuals and multi-generational families.
Is Paul Burgdorf registered with the SEC?
Yes. Paul Burgdorf is registered as an investment adviser representative in CA, IN, KY and OH (CRD 5868892), 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 Paul Burgdorf?
Through Paul'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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