Wakefield Financial Planning, LLC
RIASEC Registered
Total AUM
$22.3M
Discretionary
$0
0% of AUM
Avg account
$1.7M
Accounts
13
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 128677
- Website
- www.wakefieldfinancial.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals75.78%
- Pension & Profit Sharing Plans24.22%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Wakefield Financial Planning, LLC is an independent, individual-owned RIA organized as an LLC that provides financial planning and portfolio management primarily for individuals, families and small-business clients. Its billing model includes asset-based fees alongside hourly and fixed-fee arrangements. The firm does not identify as an active ESG investor, is not registered as a multi-state adviser, and does not position itself as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities70%
- Investment Grade Corp Bonds20%
- US Government Bonds10%
Contacts
1 of 1Michael Blawas
PresidentCRD 4719370
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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