Old Field Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$30,627,004
Total clients
10
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
10
Average account size
$3,062,700
About
Old Field Advisors provides fee‑only financial planning and wealth management to individuals, families, trusts, estates, privately held businesses, and nonprofit and charitable organizations. The firm also sub‑advises other independent registered investment advisors on tax‑managed diversification, philanthropic strategies, and mission‑driven portfolio construction.
As a fiduciary, the firm uses a documented investment policy statement and goals‑based financial plans to guide discretionary management, emphasizing diversification, tax efficiency, and multi‑year investment horizons. Portfolios are constructed with a core‑and‑satellite approach that favors passive index ETFs supplemented by selective active funds or individual securities, and the firm may employ exchange‑listed options to manage risk or enhance income when appropriate.
Notable distinctions include an explicit focus on serving charitable organizations and providing philanthropic and mission‑aligned portfolio services to other advisors, which is less common among peers. The firm’s compensation approach also differs from many small independent advisers: it does not rely on percentage‑of‑AUM billing and instead relies on time‑based planning fees and fixed retainers for ongoing wealth management.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Concentrated stock management
Options & derivatives strategies
Retirement income strategy
Fee options
$420 per hour for lead advisors; $200-300 per hour for financial planners; $150 per hour for administrative support; $150 per hour for manual data entry
Minimum fee: $6,500 per annum minimum fee for wealth management Fee-only: Financial planning fees billed hourly: $420/hour for lead advisors, $200-300/hour for financial planners, $150/hour for administrative support; Wealth management fees are fixed annual retainers, reviewed annually, paid quarterly in arrears
Main office location
Old Field Advisors LLC
Setauket NY, United States
Number of offices
3
Most active in
Old Field Advisors LLC has reported serving >5 clients in these states in the last 12 months.
New York
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.
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