Wakefield Financial Planning, LLC

Overview

Wakefield Financial Planning, LLC operates as an independent registered investment advisor focused on providing financial planning services and portfolio management for individuals and small businesses. The firm is structured as a limited liability company and is owned by an individual. It caters primarily to individual and family clients, employing a fee structure that includes a percentage of assets under management, hourly charges, and fixed fees. While the firm does not actively engage in ESG investing, it maintains a straightforward approach to investment management, emphasizing personalized financial planning.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices