Wakefield Financial Planning, LLC

Overview

Wakefield Financial Planning, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on financial planning and portfolio management for individuals, families and small-business owners; its client base also includes some institutional relationships. Compensation is a mix of percentage-of-assets, hourly fees and fixed-fee engagements, which aligns with a boutique advisory practice that offers both ongoing portfolio management and project-based planning work. The firm does not present itself as a capital allocator or pension consultant, and it is not an active ESG investor. It is not a multi-state adviser and is not identified as a related adviser. Wakefield Financial Planning maintains an industry affiliation with accounting professionals, indicating a collaborative relationship with tax and accounting advisors in client work.

Assets & Accounts

Investments & Alternatives

Location & Offices