Horizon Harvest Financial Planning
Financial planning in Brooklyn, NY
State registeredNo commissions reported
Public-record details
- Address
- 540 President St, 3a, Brooklyn, NY 11215
- Phone
- (718) 770-7292
- Listed under
- Financial planning, Hourly fees, Flat / fixed fees
- Legal name
- Horizon Harvest LLC
- CRD number
- 269969
- Registration
- State registered: NY
- Compensation (Form ADV 5.E)
- Hourly charges; Fixed fees
- Commissions
- None reported (Form ADV Item 5.E)
- Services (Form ADV 5.G)
- Financial planning; Educational seminars/workshops
- Clients reported (Form ADV 5.D)
- 26
- Individual / high-net-worth clients
- 20 / 5
- Employees
- 1
- Other business activities (Form ADV 6.A)
- None reported
- Disclosures reported on Form ADV
- None reported
- Latest Form ADV filing
- 2026-01-27
Read the official record
- SEC IAPD summary for CRD 269969 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
- FINRA BrokerCheck — look up the individual advisers at this firm.
- Firm website (as listed on Form ADV)
All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.
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