# Oldfield Wealth Partners

> 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.

- CRD: 332765
- Filed as: OLDFIELD WEALTH PARTNERS
- Legal name: Oldfield Wealth Partners LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bangor, ME
- Filing period: October 2026
- Form ADV filing dated: July 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/332765
- AdvisorCensus page: https://advisorcensus.com/firm/oldfield-wealth-partners-bangor-me-332765

## Quick answers

**How 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).

**How much does Oldfield Wealth Partners charge?**
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; Flat fee: $2,500 to $25,000 (creating client financial plans). 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 5, 2026)

- 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

> $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

> There is no account minimum for any of OWP’s services.

- Flat fee: $2,500 to $25,000 (creating client financial plans)

> The negotiated fixed rate for creating client financial plans is between $2,500 and $25,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $109,966,376
- Discretionary: $109,966,376
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 63 | $24,159,574 |
| High net worth individuals | 30 | $85,806,802 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2024 (2 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: ME, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- oldfieldwealth.com
- Facebook @oldfieldwealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $0 | 1 | September 4, 2024 |
| October 2025 | $101,292,356 | 1 | January 27, 2025 |
| October 2026 | $109,966,376 | 4 | July 29, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Oldfield Wealth Partners (CRD 332765): Form ADV filing data as of October 2026.