KC
CFP
KC
CFP

Kurt Cornfield

38 Years of Experience
Lynchburg, VA
1 Disclosure

Kurt Cornfield is a CFP-designated registered investment advisor at Harvest - Faith-Based Investing, based in Lynchburg, VA, with 38 years of industry experience. Kurt operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Socially Responsible Investing.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $25KIncluded
$25K+0.30%

Clients with less than $25,000 pay a subscription fee instead of an asset-based fee. The subscription fee is $10/month or $99/year. For advisors using Harvest's platform for their clients, the fee is 0.25% per year regardless of account size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

403 5th Street, Lynchburg, VA, 24504

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2006
Denied
Employment History
Current Registrations
Harvest - Faith-Based Investing
March 2026 - Present · 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 1994 - September 2022 · 27 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1994 - September 2022 · 27 yrs 10 mos
Dean Witter Reynolds INC.Broker
March 1984 - November 1994 · 10 yrs 8 mos
State Registrations2 states
TXVA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Kurt Cornfield - Financial Advisor | TrueAdvisor