Firm
Anfield Wealth Management
Cleveland, Ohio
Fee-only
Anfield Wealth Management at a glance
- One of 337 fee-only firms based in Ohio in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 35 individual clients.
- Its average account is about $307,000 (assets it manages divided by its 57 accounts).
- Its ongoing planning fee starts at $3,000 a year, in line with the Ohio median of $3,000.
- Its website says it's taking new clients.
Fee-only advisors in Ohio · What fee-only advisors charge in Ohio
Facts
| Based in | Cleveland, Ohio |
|---|---|
| Website | anfieldwealth.com |
| Phone | (330) 592-3870 |
Anfield Wealth Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $3,000 a year |
|---|---|
| One-time plan | From $500 |
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · Ongoing planning fee · One-time plans or projects |
In the firm's words
"For a simple monthly retainer of $250" source
"Typical Range $500 – $5,000" source
"Up to $1,000,000 1.00%" source
"we typically work with clients who have $250,000 or more in investments for us to manage" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $18 million |
| Individual clients | 35 |
| Accounts managed | 57 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | April 20, 2026 |
| SEC record | CRD 297329 |