Anfield Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$17,519,892
Clients
35
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
35
HighAverage account size
$500,568
About
Anfield Wealth Management is a small, state-registered independent advisory firm that serves individuals, high‑net‑worth clients and a limited number of business and institutional clients. The firm provides discretionary investment management and a range of financial planning services, including retirement, tax-aware planning, estate and business planning, and written financial plans; it manages roughly $17.5 million in client assets.
The firm’s investment approach emphasizes passive portfolio construction—using index mutual funds and ETFs to capture targeted asset‑class exposures—while employing fundamental, macro (top‑down) and cyclical analysis to inform tactical adjustments. Account supervision is guided by client investment policy statements and tax considerations, with regular reviews and the ability for clients to impose reasonable investment restrictions.
Compared with many solo independent advisors, Anfield distributes periodicals/newsletters and offers educational seminars and speaking engagements as part of its client education efforts, with seminar content presented as general education rather than individualized advice. The firm’s principal provides outsourced CIO services to other advisers and holds CFA and CFP credentials, combining credentialed investment expertise with ongoing, bespoke planning services.
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.)
Business sale tax planning
General estate planning guidance
Occupation focus
Founder/Business Owner
Executive
Fee options
Financial Planning fixed fees generally range between $500 and $5,000, negotiable.
$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
Comprehensive Financial Planning ongoing fee $200/month (monthly retainer fee); Retainer fee $200/month billed in arrears
Fee-only: Financial Planning fixed fees range from $500 to $5,000, negotiable; Comprehensive Financial Planning $500 upfront plus $200/month ongoing fee; Retainer fee $200/month
Main office location
Anfield Wealth Management
Cleveland OH, United States
Number of offices
1
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:
-
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.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
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.
-
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
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