Hedgefield Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$31,748,178
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
33
42% 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
33
HighAverage account size
$962,066
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
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Divorce financial planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Demographic focus
Women Professionals
Divorced Women
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 location
Hedgefield Wealth Management
Denton TX, United States
Number of offices
1
Most active in
Hedgefield Wealth Management has reported serving >5 clients in these states in the last 12 months.
Texas
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.
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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.
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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
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