Jason Harvey

CFP®, MBA

Active Lifestyle Financial Planning

Owner, Financial Advisor, CFP

Jason Harvey

CFP®, MBA

Active Lifestyle Financial Planning

Owner, Financial Advisor, CFP

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jason Harvey, CFP®, MBA

(843) 225-2058

Fee-Only financial planner located in Charleston, SC, serving clients locally and across the country

Meet Jason Harvey

Jason Harvey is a fee-only financial advisor at Active Lifestyle Financial Planning, located in Charleston, SC

I've taken my passion for personal finance and became a CERTIFIED FINANCIAL PLANNER ™, while taking classes at the College of Charleston, obtain a Certificate and then  passed the rigorous CFP® Board exam.

Rather than focusing on just investments or insurance like most of the financial services industry does, I wanted to provide a comprehensive solution that addressed all areas of my client’s financial lives. I also wanted to emphasize tax planning and preparation because managing taxes is such a key component to financial success. It's important to me to work with people my age and the “regular” working people.   I started Active Lifestyle Financial Planning, LLC with the mission of expanding the availability of comprehensive fee only financial planning beyond the high net worth individual. We work with clients all over the country from our location in sunny Charleston, SC, our home since 1999, where we enjoy running, hiking, cycling, paddle boarding, kayaking, surfing, triathlon, yoga and just about anything that gets us up and moving (hence the name Active Lifestyle Financial Planning).

​Servicing clients in Seattle, WA, Houston, TX, Clarkston, MI and Charleston, SC. As well, as the Washington DC area. 

Jason Harvey is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Jason Harvey is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

Contact Jason Harvey

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Office Locations:

  • 413 Planters Trace Dr
    Charleston, SC 29412

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