Wheatfield Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wheatfield Wealth Management primarily serves individuals and high‑net‑worth individuals and offers five service types: discretionary and non‑discretionary investment management, client‑directed advice‑only engagements, standalone financial planning, and hourly plan reviews. Managed‑AUM relationships include ongoing financial planning within the agreed scope, while advice‑only and standalone services are offered on specified fee schedules.
The firm’s investment process begins with client goals, time horizon, liquidity needs and risk tolerance and uses asset‑allocation modeling, diversification, fundamental and technical analysis, and risk‑based models to construct predominantly long‑term, long‑only portfolios across ETFs, mutual funds, individual equities, fixed income and real‑asset exposures. Accounts are reviewed at least quarterly with tax‑aware rebalancing considerations; margin, short selling and options are not used without specific documented account approval, and the firm may include a limited, optional allocation to digital‑asset‑linked securities held through a qualified custodian.
Noteworthy operational details include that the firm registered effective August 31, 2026 and currently reports no advisory clients or assets under management, and that the firm’s owner remains employed full‑time outside the advisory business and devotes roughly 20 hours per week to the firm, which the brochure identifies as a limit on availability. The firm documents precise AUM billing mechanics, authorizes custodian fee‑deduction safeguards, supports qualifying first‑party transfer arrangements where custodian conditions are met, and maintains a Code of Ethics and personal‑trading controls with specific disclosure around digital‑asset exposure.
Client services
Expertise
Fee options
$2,500 for standalone financial planning payable 50% at engagement and 50% at delivery
$0 - $100,000: 1.25% $100,001 - $1,000,000: 1.00% $1,000,001+: 0.80%
$250 per hour in 15-minute increments for hourly plan review; $250 per hour used to value partial standalone plan work
Account minimum: $10,000
Main office
Nashville TN
Advisors at this office
1
Most active in
Tennessee
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.
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