Sam Feiser
Harvest Financial Planning Associates, LLC · Lancaster, Pennsylvania
Sam Feiser is a fee-only financial advisor at Harvest Financial Planning Associates, LLC in Lancaster, Pennsylvania, who holds the CFP and ChFC credentials. Harvest Financial Planning Associates, LLC reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Harvest Financial Planning Associates, LLC |
|---|---|
| Based in | Lancaster, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $8.3M across 33 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in PA · CRD 6971956 |
| Exams passed | Series 66 (2019) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Sam's firm compares
- Harvest Financial Planning Associates, LLC's average account is about $251,000, from its Form ADV (assets managed divided by 33 accounts).
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Questions about Sam
Is Sam Feiser a fee-only financial advisor?
Yes. Sam Feiser is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Sam's firm.
How does Sam charge for financial advice?
Sam's firm, Harvest Financial Planning Associates, LLC, reports charging a percentage of assets on its SEC Form ADV.
Where is Sam Feiser based?
Sam Feiser is based in Lancaster, Pennsylvania.
What credentials does Sam Feiser hold?
Sam Feiser holds the CFP and ChFC credentials.
Is Sam Feiser registered with the SEC?
Yes. Sam Feiser is registered as an investment adviser representative in PA (CRD 6971956), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Harvest Financial Planning Associates, LLC manage?
Harvest Financial Planning Associates, LLC reports $8.3M across 33 accounts in assets under management.
How do I contact Sam Feiser?
Contact details aren't on file yet. Search for Harvest Financial Planning Associates, LLC.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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