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The Harvest Plan is a licensed financial services practice based in Anaheim Hills, California, operated by Mark Harvey since 1990. The firm offers tax preparation, investment advisory, real estate brokerage, mortgage origination and insurance services, all under one roof and one licensed professional.
Your review = Donation to charity + chance on €250
Two minutes of your time. One donation to a good cause, plus a monthly cash raffle.
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We ask contributors to share a photo they took and their own experience. Reviews go through automated checks. Flagged reviews can be assessed manually. Approval is not a guarantee that a photo is unedited or free of AI generation.
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Is there a problem with a review or photo? Contact us with the page link and an explanation so we can examine it. [email protected]
Impact via The Harvest Plan
You write a review, we donate to a good cause on your behalf.
No donations have been made for The Harvest Plan yet, but every review sets one in motion right away.
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About The Harvest Plan
Founded
1990
BBB accreditation
A+ since 2002
Location
Anaheim Hills, CA 92808
Phone
(949) 733-9100
Services
Tax, investments, real estate, mortgage, insurance
IRS Enrolled Agent
License #117767
Registered Investment Advisor
CRD #2182566 / Firm CRD #169170
CA Real Estate Broker
DRE #01218524
The Harvest Plan positions itself as a solution for families and business owners who are tired of managing a fragmented team of separate specialists who do not coordinate with each other. Mark Harvey holds active, independently verifiable licenses in all five disciplines he advises on, which is uncommon in the personal finance industry. His stated philosophy is to act as a licensed expert rather than a commissioned salesperson, including advising clients on what not to buy. The practice operates in the independent, fee-transparent segment and serves clients across all market cycles, having been BBB-accredited with an A+ rating since 2002.
Active promotions
Ready to use with your order at The Harvest Plan.
Free 15-minute introductory call for new clients to identify the most impactful financial steps for their situation, with no obligation.
Example promotion
This is an example of a promotion that could suit this business. It is not a guaranteed active offer or a working discount code. Check the website for current deals.
To the shop
Free full financial plan and working tool available through the Money Plan Coach program for individuals looking to build a structured money system.
Example promotion
This is an example of a promotion that could suit this business. It is not a guaranteed active offer or a working discount code. Check the website for current deals.
To the shop
The Harvest Plan in the news
Recent updates and background about The Harvest Plan, summarised in our own words.
Trump Unveils $8 Billion Support Plan for Agricultural Sector
President Trump has announced an $8 billion plan intended to provide financial relief to farmers across the United States. The initiative is directed at easing economic pressure on those working in agriculture.
Farmers Push to Finish Harvests Before Relief Plan Begins
Farmers across the country are working to complete their harvests ahead of a forthcoming government relief plan. The urgency appears to be driven by the anticipated rollout of new agricultural support measures.
Agricultural Workers Speed Up Harvests Before Relief Plan Takes Effect
Reports indicate that farmers are accelerating their harvest operations in advance of a newly announced relief program. The activity suggests that the timing of the plan is influencing decisions on the ground in the agricultural sector.
Summaries by Image Review based on publicly available sources and our own editing. External links may contain affiliate links.
What others ask about The Harvest Plan
Answers to the most common questions, based on search behaviour and our own research.
Is The Harvest Plan a legitimate and trustworthy financial services firm?
The Harvest Plan holds active, publicly verifiable licenses across five disciplines: IRS Enrolled Agent, Registered Investment Advisor, California Real Estate Broker, Mortgage Loan Originator and California Department of Insurance broker. The firm has maintained a BBB A+ accreditation since 2002 and has been in operation since 1990.
Does The Harvest Plan offer a free consultation?
Yes, the firm offers a free 15-minute introductory call where prospective clients can discuss which one or two financial moves matter most for their situation. A full financial plan tool is also available at no cost through the Money Plan Coach program.
Is Mark Harvey a fiduciary?
As a Registered Investment Advisor, Mark Harvey is legally required to act as a fiduciary, meaning your financial interests come first. This applies to investment advice provided under that license.
What types of clients does The Harvest Plan work with?
The practice primarily serves families and business owners who want their tax, investment, real estate, mortgage and insurance decisions coordinated by a single licensed professional rather than managed by separate, unconnected specialists.
Your turn
Do you have experience with The Harvest Plan?
Help other consumers by sharing your experience, with a photo of what you actually received. It takes two minutes and you automatically join the monthly draw.
€250
cash per month
One winner from all review submitters, drawn on the 1st of the month.
Your review = real impact + chance to win €250
Guarantee: every review triggers one of these 5 real donations:
- 1 Upload a photo Of your order or the product
- 2 Give stars 1 to 5 per aspect
- 3 Trigger a donation Plus a chance at € 250 cash per month
Write a review
Share your photo review about The Harvest Plan
A photo says more than a thousand words. Help other consumers with an honest experience and join the monthly draw for € 250 cash.
- Reviewing anonymously is fine, we only need your email
- No mandatory account, no registration
- Reviews appear after a check within 24 hours
- Monthly chance to win € 250 cash
