Steven Clifford
Share The Harvest Partners · Canton, Ohio
Steven Clifford is a fee-only financial advisor at Share The Harvest Partners in Canton, Ohio, who holds the CFP credential. Steven focuses on tax planning, retirement planning and estate & legacy planning. Share The Harvest Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Steven →
Specialties
Facts
| Firm | Share The Harvest Partners |
|---|---|
| Based in | Canton, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $33.1M across 220 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH · CRD 2837165 |
| Exams passed | Series 65 (2002) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.sharetheharvest.com |
How Steven's firm compares
- Share The Harvest Partners's average account is about $150,000, from its Form ADV (assets managed divided by 220 accounts).
Request an introduction to Steven
Tell Steven a little about what you're looking for. Steven isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Steven
Is Steven Clifford a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Steven holds no broker registration, and Share The Harvest Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Steven charge for financial advice?
Steven's firm, Share The Harvest Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Steven Clifford based?
Steven Clifford is based in Canton, Ohio.
What does Steven specialize in?
Steven's specialties include tax planning, retirement planning, estate & legacy planning and small business owners.
What credentials does Steven Clifford hold?
Steven Clifford holds the CFP credential.
Is Steven Clifford registered with the SEC?
Yes. Steven Clifford is registered as an investment adviser representative in OH (CRD 2837165), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Share The Harvest Partners manage?
Share The Harvest Partners reports $33.1M across 220 accounts in assets under management.
How do I contact Steven Clifford?
Through Steven's website, www.sharetheharvest.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
- Share The Harvest Partners 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.
See something wrong? Request a correction. Read our methodology.