Anfield Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Occupation focus
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
Cleveland OH
Advisors at this office
1
Most active in
Ohio
Also doing business as
Anfield Wealth Management · Anfield Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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