OLDFIELD WEALTH PARTNERS
SEC RegisteredFinancial planning isn't a one-time event—it's an ongoing relationship.
About the firm
At Oldfield Wealth Partners, we help successful families and business owners tackle complex investment, wealth planning and tax needs. We purposefully keep our client base small so that we can be more responsive to the needs of high-net-worth investors.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Portfolio management, financial planning, business transitions, investment management, retirement planning, and legacy planning.
Who they serve
Successful families and business owners, particularly high-net-worth individuals and investors.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 63 | $24M |
| High Net Worth Individuals | 30 | $86M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 – $999,999 | 1.50% |
| $1,000,000 – $4,999,999 | 1.25% |
| $5,000,000 – $9,999,999 | 1.00% |
| $10,000,000 and up | — |
Data as of April 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. OLDFIELD WEALTH PARTNERS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.