Anfield Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$13,150,000
Clients
40
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
40
HighAverage account size
$328,750
About
Anfield Wealth Management provides investment management and financial planning to individuals and a range of other client types, offering services that include retirement planning, tax-aware investment analysis, estate planning, and business planning. The firm manages roughly $13.1 million across about 40 client relationships and delivers both ongoing portfolio supervision and written or electronic financial plans.
The firm’s investment process centers on passive portfolio construction using index mutual funds and ETFs, informed by fundamental, macro (top-down), and cyclical analysis to establish asset allocation and occasional tactical adjustments. Client engagements are governed by individualized Investment Policy Statements, and AWM also offers a comprehensive planning option on a monthly/quarterly retainer with ongoing monitoring and annual reviews.
AWM distributes written or electronic reports and runs educational seminars for groups—activities the brochure describes as educational and not tied to product sales—which is less common among independent advisers. The firm’s principal also provides contractor chief investment officer services to other registered advisers (advisory input without trading authority), an arrangement that is atypical for a firm of this size.
Client services
Financial planning
Portfolio management
Newsletters or periodicals
Educational seminars or workshops
Expertise
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
Tax strategies for small businesses
Fee options
Financial Planning Fixed Fee between $500 and $5,000
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.50% $5,000,001+: Negotiable
Fee-only: Financial Planning Fixed Fee ranges from $500 to $5,000, Comprehensive Financial Planning upfront fee $500 plus $200/month ongoing, Retainer fee $200/month
Most active in
Anfield Wealth Management has reported serving >5 clients in these states in the last 12 months.
Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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