Craig Harvey Field
Alluvial Wealth Management · Matthews, North Carolina
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.
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Specialties
Who they serve
- Pre-retirees
- Retirees
- Multi-generational families
Facts
| Firm | Alluvial Wealth Management |
|---|---|
| Based in | Matthews, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.8M across 26 accounts |
| SEC registration | Investment adviser representative in NC · CRD 6181342 |
| Exams passed | Series 65 (2013) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.alluvialwealth.com |
| Profile |
How Craig Harvey's firm compares
- Alluvial Wealth Management's average account is about $70,000, from its Form ADV (assets managed divided by 26 accounts).
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Questions about Craig Harvey
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Alluvial Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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