Anfield Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 20, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500

“Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $500 and an ongoing fee that is paid monthly, in advance, at the rate of $200 per month.”

Monthly fee

$200/mo

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Anfield Wealth Management bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
• “Since fees are paid in arrears, no rebate will be needed upon termination of the account, rather the Advisor will provide an invoice for partial services if applicable.”
• “Fees for this service may be paid by electronic funds transfer or check.”

How Anfield Wealth Management’s fees compare

• Its flat or project fee of $500 is below the Ohio median of $3,250. 4% of the 199 other Ohio planners that publish a flat or project fee charge less.
• None of the 6 other planners in Cleveland that publish a flat or project fee charge less.

About Anfield Wealth Management

• Principal: Alexander Doll
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP® and CFA.
• Founded: 2018 (8 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

35

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, newsletters and publications, and educational seminars and workshops

Assets managed

$17,519,892

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

297329

Website

twitter.com/anfieldwealth (opens in new tab)

Phone

(330) 592-3870

Other planners in Cleveland that publish fees

• Beacon Financial Advisory LLCCleveland$250⁠-⁠$20,000
• Cleveland Wealth, LLCCleveland$1,200⁠-⁠$10,000
• Ethos Financial PlanningCleveland$2,000⁠-⁠$10,000
• Family Financial Services, LLCCleveland$50⁠-⁠$250/hr
• Firefly Wealth ManagementCleveland$5,000
• Intentional Wealth PartnersCleveland$400/hr, $2,500⁠-⁠$10,000

Compare all 15 planners in Cleveland