Oldfield Wealth Partners fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 5, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,500⁠-⁠$25,000

“The negotiated fixed rate for creating client financial plans is between $2,500 and $25,000. 4 Clients may terminate the agreement without penalty, for full refund of OWP’s fees, within five business days of signing the Financial Planning Agreement.”

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

How Oldfield Wealth Partners bills

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

• “Fees are prorated based on the number of days service is provided during each billing period.”
• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of OWP’s fees within five business days of signing the Investment Advisory Contract.”

How Oldfield Wealth Partners’ fees compare

• Its flat or project fee of $2,500-$25,000 spans the Maine median of $4,125. 92% of the 13 other Maine planners that publish a flat or project fee charge less.
• 1 of the 2 other planners in Bangor that publish a flat or project fee charge less.

About Oldfield Wealth Partners

• Firm size: 4 employees.
• Registered as an adviser: 2024 (2 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

93

Employees

4

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$109,966,376

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

332765

Website

oldfieldwealth.com (opens in new tab)

Phone

(207) 573-3001

Can advise clients in 2 states: Maine, Texas

Other planners in Bangor that publish fees

• BirchbrookBangor$200/hr, $2,000
• Means Wealth ManagementBangor$15,000⁠-⁠$50,000, $15,000/yr
• Thibeau Financial Consulting, LLCBangor$100/hr
• Ampersand Investment AdvisorsCamden$300/hr, $1,500⁠-⁠$7,500
• Bigelow Investment Advisors, LLCPortland$165/mo
• Black Brook Financial PlanningGorham$150/hr

Compare all 6 planners in Bangor