Oldfield Wealth Partners provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 51–100 clients last fiscal year.
Oldfield Wealth Partners reports 93 clients. They include 63 individual clients and 30 high-net-worth individuals. Of its assets, 100.0% ($110M across 283 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 68% | 22% |
| High-net-worth individuals | 32% | 78% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 63 | $24.2M | 22.0% | $383K |
| High-net-worth individuals | 30 | $85.8M | 78.0% | $2.86M |
| Total | 93 | $110M | 100% | $1.18M |
- Clients
- 63
- Regulatory AUM
- $24.2M
- AUM share
- 22.0%
- Avg. per client
- $383K
- Clients
- 30
- Regulatory AUM
- $85.8M
- AUM share
- 78.0%
- Avg. per client
- $2.86M
Total
- Clients
- 93
- Regulatory AUM
- $110M
- AUM share
- 100%
- Avg. per client
- $1.18M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Oldfield Wealth Partners charges 1.00%–1.50% a year for its Portfolio management fees. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning
- Negotiated fixed fee of $2,500 to $25,000 for creating client financial plans, paid 100% in advance but never more than six months ahead.
Nathan Freeman owns 75% or more of Oldfield Wealth Partners. The leadership team of Oldfield Wealth Partners includes Chief Compliance Officer Nathan Freeman. It has 4 employees.
Staff
- 4 employees
- 4 in advisory functions
- 3 state-registered reps
- 1 insurance agent
- Owns 75% or more of Oldfield Wealth Partners LLC
Nathan Freeman
Control person · since December 2018
Oldfield Wealth Partners’ regulatory assets grew from $101M (January 2025) to $110M (July 2026); clients were 93 in both filings and employees rose from 1 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jul 2026July 2026 | $110M | 93 | 4 | 1 |
| Jan 2025January 2025 | $101M | 94 | 1 | 1 |
Besides its headquarters, Oldfield Wealth Partners has 0 offices, with 1 listed address in 1 state.
Maine · 1 listed address
- 77 Exchange St., Suite 302, BangorHQ
Contact and registration details
- Legal name
- Oldfield Wealth Partners LLC
- Headquarters
- 77 Exchange St., Suite 302, Bangor, ME 04401
- Website
- oldfieldwealth.com
- Phone
- 207-573-3001
- SEC file
- 801-131174
- Structure
- Maine LLC
- Fiscal year end
- December
Oldfield Wealth Partners’ named custodian for separately managed accounts is Charles Schwab ($110M). Oldfield Wealth Partners does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $110M100%
At year end, Oldfield Wealth Partners’ separately managed accounts were largely in stocks (43%) and funds (33%).
What the accounts hold
- Stocks43%
- Funds33%
- Bonds17%
- Cash7%
How many clients does Oldfield Wealth Partners have?
Oldfield Wealth Partners has 93 clients and manages $110 million for them, as of July 2026. They include 63 individual clients and 30 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 29 July 2026
What services does Oldfield Wealth Partners offer?
Oldfield Wealth Partners provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Oldfield Wealth Partners charge?
Oldfield Wealth Partners charges 1.00%–1.50% a year for its Portfolio management fees. The fee is billed in advance and is negotiable.
Source: FORM ADV PART 2A- OLDFIELD WEALTH PARTNERS, filed 5 March 2026
Which custodians does Oldfield Wealth Partners use?
Oldfield Wealth Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $110M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 29 July 2026
How many financial advisors does Oldfield Wealth Partners have?
Oldfield Wealth Partners has 3 investment adviser representatives registered with state securities authorities, out of 4 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Oldfield Wealth Partners invest in?
At the end of its last fiscal year, Oldfield Wealth Partners’ separately managed accounts held 43% exchange-traded equities, 33% registered funds (mutual funds, ETFs, BDCs), 17% U.S. government and agency bonds and 7% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Oldfield Wealth Partners?
Oldfield Wealth Partners’ direct owner is Nathan Freeman (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 29 July 2026
How does Oldfield Wealth Partners get paid?
Oldfield Wealth Partners is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Oldfield Wealth Partners?
Oldfield Wealth Partners’ main office is at 77 Exchange St., Suite 302, Bangor, ME 04401. Its phone number is 207-573-3001. Its website is oldfieldwealth.com.
