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Harvest Financial Planning, LLC

MemberEnvoy Advisory Inc.

About Harvest Financial Planning, LLC

Harvest Financial Planning, LLC is listed as Member at Envoy Advisory Inc. in Colorado Springs, CO. Form ADV reports a beneficial ownership band of 50-75%. Harvest Financial Planning, LLC is associated with 2 registered advisers.

Reported ownership

Owns 50-75% of Envoy Advisory Inc.
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does Harvest Financial Planning, LLC work?

Harvest Financial Planning, LLC is listed as Member at Envoy Advisory Inc. on SEC Form ADV.

How much of Envoy Advisory Inc. does Harvest Financial Planning, LLC own?

Form ADV reports a beneficial ownership band of 50-75%.

Envoy Advisory Inc.

TitleMember
Ownership50-75%
Control personYes
Since2019

Envoy Advisory Inc.

TitleOwner
Ownership50-75%
Control personYes
Since2011