AdvisorCensus / Financial advisors / Maine / Bangor / Oldfield Wealth Partners
Oldfield Wealth Partners
Filed as OLDFIELD WEALTH PARTNERS · Legal name Oldfield Wealth Partners LLC
Oldfield Wealth Partners is an SEC-registered investment advisory firm in Bangor, ME, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 29, 2026.
Quick answers
From the filingHow is Oldfield Wealth Partners compensated?
On its Form ADV (Item 5.E, October 2026), Oldfield Wealth Partners reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
What does Oldfield Wealth Partners' brochure say about its fees?
Its Form ADV Part 2A brochure dated March 5, 2026 states: Up to $999,999: 1.5% a year; $1,000,000 to $4,999,999: 1.25% a year; $5,000,000 to $9,999,999: 1% a year; Above $9,999,999: see the brochure. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Oldfield Wealth Partners located?
Oldfield Wealth Partners' principal office is in Bangor, ME, according to its Form ADV.
Is Oldfield Wealth Partners registered with the SEC or a state?
Oldfield Wealth Partners is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 332765.
How much does Oldfield Wealth Partners manage?
Oldfield Wealth Partners reports $109,966,376 in regulatory assets under management in its Form ADV filing dated July 29, 2026 (100% discretionary).
How have Oldfield Wealth Partners' assets and staff changed since 2024?
In the Form ADV data for Oldfield Wealth Partners: Regulatory assets under management: $0 in the October 2024 data and $109,966,376 in the October 2026 data. Total employees: 1 in October 2024 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Oldfield Wealth Partners serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (63); high net worth individuals (30).
Which custodians does Oldfield Wealth Partners use?
Oldfield Wealth Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Oldfield Wealth Partners report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/332765
Does Oldfield Wealth Partners state an account minimum?
Its Form ADV Part 2A brochure dated March 5, 2026 says: "There is no account minimum for any of OWP’s services."
What changed in Oldfield Wealth Partners' recent Form ADV filings?
In the August 2026 filing data: Employees performing advisory functions went from 3 to 4.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $999,999 | 1.5% |
| $1,000,000 to $4,999,999 | 1.25% |
| $5,000,000 to $9,999,999 | 1% |
| Above $9,999,999 | See the brochure |
The brochure's wording
$0 – $999,999 1.5% $1,000,000 – $4,999,999 1.25% $5,000,000 – $9,999,999 1.0% $10,000,000 and up negotiable
The negotiated fixed rate for creating client financial plans is between $2,500 and $25,000.
These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.
Account minimum: None
The brochure's wording
There is no account minimum for any of OWP’s services.
As stated in the firm's Form ADV Part 2A brochure dated March 5, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$109,966,376 as of October 2026, filing dated July 29, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Legal name
- Oldfield Wealth Partners LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2024 (2 years)
- Employees
- Total: 4. Performing investment advisory functions: 4.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $109,966,376 | 4 | July 29, 2026 |
| October 2025 | $101,292,356 | 1 | January 27, 2025 |
| October 2024 | $0 | 1 | September 4, 2024 |
Regulatory assets under management: $0 in the October 2024 data and $109,966,376 in the October 2026 data.
Total employees: 1 in October 2024 and 4 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- August 2026
- Employees performing advisory functions went from 3 to 4.
- May 2026
- Employees performing advisory functions went from 1 to 3.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Oldfield Wealth Partners (CRD 332765): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/oldfield-wealth-partners-bangor-me-332765