Hedgefield Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$31,748,178
Clients
33
Advisors
1
of 1 employees
About
Hedgefield Wealth Management provides investment advice and financial planning to individual clients, offering wealth management, comprehensive financial plans, and consulting services. The firm also supports held‑away accounts—such as 401(k)s, variable annuities, and other outside custodial assets—using order‑management and aggregation tools to implement asset allocation and rebalancing.
The adviser employs a blend of fundamental analysis, modern portfolio theory, technical analysis, and charting to construct model portfolios (PLANT, PROPAGATE, PROVIDE, PROTECT) that allocate across domestic and international equities, REITs, commodities, currencies, and fixed income. The brochure discloses the use of options and other derivatives (and inverse ETFs) as part of its strategies and discusses the derivative‑related risks and their potential use in separately managed accounts.
Noteworthy features that differentiate the firm from many peers include an explicit consulting offering for charitable planning and the provision of periodic educational seminars and workshops to clients and the general public (offered free of charge). The firm’s principal also operates a separate divorce‑planning and collaborative divorce practice focused on women ages 35–50, and the adviser highlights technology and process for integrating and reporting held‑away assets.
Client services
Expertise
Demographic focus
Fee options
Standalone financial plans from $5,000 to $30,000, negotiable.
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.75% annually $2,000,001+: 0.50% annually
$300 per hour for financial planning and consulting services.
Account minimum: $1,000,000 Fee-only: Financial planning fees charged hourly or fixed fee; no commissions.
Main office
Denton TX
Advisors at this office
1
Most active in
Texas
Also doing business as
Hedgefield Wealth Management · Hedgefield 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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