Wakefield Financial Planning, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 22, 2026. Fees can change, so confirm with the firm before you hire them.

Monthly fee

$200⁠-⁠$300/mo

“Our firm’s Financial Planning fee is a simple $300.00 per month for the first (12) twelve months, then $200 per month for each optional renewal period of (1) one year.”

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

About Wakefield Financial Planning, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2003 (23 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

12

Employees

1

Works with

Individuals and pension and profit sharing plans

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$22,317,784

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

128677

Website

wakefieldfinancial.com (opens in new tab)

Phone

(919) 422-6090

Other planners in Wake Forest that publish fees

• Lucid Wealth Planning LLCWake Forest$250/hr, $1,500
• Molokai InvestmentsWake Forest$250/hr, $2,500
• 1Up Financial Advisors LLCCary$250/hr, Up to $2,500
• 30-40 Wealth PartnersCornelius$5,000⁠-⁠$60,000, $12,500/yr
• 360 Aviation Advisors, LLCConcord$250/hr, $1,500/qtr
• A4 Wealth Advisors LLCHuntersville$350/hr, $500⁠-⁠$5,000

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