# Craig Harvey Field

> Craig Harvey Field is a fee-only financial advisor at Alluvial Wealth Management in Matthews, North Carolina. Craig Harvey focuses on retirement planning, estate & legacy planning and tax planning. Alluvial Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/craig-harvey-field/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Alluvial Wealth Management
- **Based in:** Matthews, North Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $1.8M across 26 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Family wealth transfer, Small business owners
- **Works with:** Pre-retirees, Retirees, Multi-generational families
- **CRD:** 6181342 (https://adviserinfo.sec.gov/individual/summary/6181342)
- **SEC registration:** Investment adviser representative in NC
- **Exams passed:** Series 65 (2013)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.alluvialwealth.com/

## Frequently asked questions

### Is Craig Harvey Field a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Craig Harvey holds no broker registration, and Alluvial Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Craig Harvey charge for financial advice?

Craig Harvey's firm, Alluvial Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Craig Harvey Field based?

Craig Harvey Field is based in Matthews, North Carolina.

### What does Craig Harvey specialize in?

Craig Harvey's specialties include retirement planning, estate & legacy planning, tax planning, family wealth transfer and small business owners. Craig Harvey works with pre-retirees, retirees and multi-generational families.

### Is Craig Harvey Field registered with the SEC?

Yes. Craig Harvey Field is registered as an investment adviser representative in NC (CRD 6181342), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Alluvial Wealth Management manage?

Alluvial Wealth Management reports $1.8M across 26 accounts in assets under management.

### How do I contact Craig Harvey Field?

Through Craig Harvey's website, www.alluvialwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6181342): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.alluvialwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.