{
  "crd_number": 332765,
  "slug": "oldfield-wealth-partners-bangor-me-332765",
  "primary_business_name": "OLDFIELD WEALTH PARTNERS",
  "legal_name": "OLDFIELD WEALTH PARTNERS LLC",
  "dbas": [],
  "city": "Bangor",
  "state": "ME",
  "country": "United States",
  "cbsa_code": "12620",
  "metro": {
    "cbsa_code": "12620",
    "common_name": "Bangor",
    "msa_name": "Bangor, ME",
    "path": "/advisors/me/bangor"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-09-20",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-07-29",
  "carried_forward": false,
  "raum_total": 109966376.0,
  "raum_discretionary": 109966376.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 4,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 24159574.0,
      "count": 63
    },
    "high_net_worth_individuals": {
      "raum": 85806802.0,
      "count": 30
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "ME",
    "TX"
  ],
  "websites": [
    "https://facebook.com/oldfieldwealth",
    "https://oldfieldwealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/332765",
  "city_as_filed": "BANGOR",
  "url": "https://advisorcensus.com/firm/oldfield-wealth-partners-bangor-me-332765",
  "display_name": "Oldfield Wealth Partners",
  "summary": "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.",
  "citation": "AdvisorCensus. Oldfield Wealth Partners (CRD 332765): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Oldfield Wealth Partners compensated?",
      "a": "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)."
    },
    {
      "q": "How much does Oldfield Wealth Partners charge?",
      "a": "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."
    },
    {
      "q": "Where is Oldfield Wealth Partners located?",
      "a": "Oldfield Wealth Partners' principal office is in Bangor, ME, according to its Form ADV."
    },
    {
      "q": "Is Oldfield Wealth Partners registered with the SEC or a state?",
      "a": "Oldfield Wealth Partners is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 332765."
    },
    {
      "q": "How much does Oldfield Wealth Partners manage?",
      "a": "Oldfield Wealth Partners reports $109,966,376 in regulatory assets under management in its Form ADV filing dated July 29, 2026 (100% discretionary)."
    },
    {
      "q": "How have Oldfield Wealth Partners' assets and staff changed since 2024?",
      "a": "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."
    },
    {
      "q": "What types of clients does Oldfield Wealth Partners serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (63); high net worth individuals (30)."
    },
    {
      "q": "Which custodians does Oldfield Wealth Partners use?",
      "a": "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."
    },
    {
      "q": "Does Oldfield Wealth Partners report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Oldfield Wealth Partners state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 5, 2026 says: \"There is no account minimum for any of OWP’s services.\""
    },
    {
      "q": "What changed in Oldfield Wealth Partners' recent Form ADV filings?",
      "a": "In the August 2026 filing data: Employees performing advisory functions went from 3 to 4."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 1,
      "filing_date": "2024-09-04"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 101292356.0,
      "total_employees": 1,
      "filing_date": "2025-01-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 109966376.0,
      "total_employees": 4,
      "filing_date": "2026-07-29"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Employees performing advisory functions went from 3 to 4."
      ]
    },
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Employees performing advisory functions went from 1 to 3."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 5, 2026",
    "provided_by_the_firm": false,
    "tiers": [
      {
        "band": "Up to $999,999",
        "rate": "1.5%"
      },
      {
        "band": "$1,000,000 to $4,999,999",
        "rate": "1.25%"
      },
      {
        "band": "$5,000,000 to $9,999,999",
        "rate": "1%"
      },
      {
        "band": "Above $9,999,999",
        "rate": null,
        "note": "Not stated in this schedule; see the brochure."
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "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"
        ],
        "quotes": [
          "$0 – $999,999  1.5% \n$1,000,000 – $4,999,999  1.25% \n$5,000,000 – $9,999,999  1.0% \n$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."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "There is no account minimum for any of OWP’s services."
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": 0.0,
          "max": 999999.0,
          "rate_pct": 1.5
        },
        {
          "min": 1000000.0,
          "max": 4999999.0,
          "rate_pct": 1.25
        },
        {
          "min": 5000000.0,
          "max": 9999999.0,
          "rate_pct": 1.0
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "$0 – $999,999  1.5% \n$1,000,000 – $4,999,999  1.25% \n$5,000,000 – $9,999,999  1.0% \n$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.",
      "There is no account minimum for any of OWP’s services."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/oldfield-wealth-partners-bangor-me-332765.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 63,
      "fewer_than_5": false,
      "raum": 24159574.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 30,
      "fewer_than_5": false,
      "raum": 85806802.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/332765",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}