A complete list of active advisors currently associated with Old Field Advisors LLC
Warmer can help you find a great advisor at Old Field Advisors LLC or one who fits your needs even better.
Old Field Advisors provides fee‑only financial planning and wealth management to individuals, families, trusts, estates, privately held businesses, and nonprofit and charitable organizations. The firm also sub‑advises other independent registered investment advisors on tax‑managed diversification, philanthropic strategies, and mission‑driven portfolio construction. As a fiduciary, the firm uses a documented investment policy statement and goals‑based financial plans to guide discretionary management, emphasizing diversification, tax efficiency, and multi‑year investment horizons. Portfolios are constructed with a core‑and‑satellite approach that favors passive index ETFs supplemented by selective active funds or individual securities, and the firm may employ exchange‑listed options to manage risk or enhance income when appropriate. Notable distinctions include an explicit focus on serving charitable organizations and providing philanthropic and mission‑aligned portfolio services to other advisors, which is less common among peers. The firm’s compensation approach also differs from many small independent advisers: it does not rely on percentage‑of‑AUM billing and instead relies on time‑based planning fees and fixed retainers for ongoing wealth management.
To learn more about the advisors currently working at Old Field Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Setauket, NY
| 5
|
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