RIA Intel›Advisers›North Carolina›WAKEFIELD FINANCIAL PLANNING, LLC

WAKEFIELD FINANCIAL PLANNING, LLC

Advisory

Data as of Jun 28, 2026 · Source: SEC Form ADV

Average account

$2M

across 13 accounts

AUM per adviser

$22M

1 adviser

Source: SEC Form ADV. Figures as filed Jun 28, 2026.

Total AUM

$22M

Discretionary %

0%

Clients

13

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$22M

Discretionary AUM$0

Non-Discretionary AUM$22M

Discretionary %0%

Total Clients13

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNC

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

13 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in NC

Closest by assets under management. All figures from Form ADV.

WOODGREEN ADVISORY, LLC

$22M

ALTA ADVISORS LLC

$22M

BOOKMAN BRIGHT, INC.

DAVIDSON, NC

$23M

PARABLA, LLC

OAK RIDGE, NC

$23M

RELIANCE FINANCIAL GROUP, INC.

$23M

OLDE TOWNE FINANCIAL MANAGEMENT CO.

GREENSBORO, NC

$23M

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