# Wakefield Financial Planning

Wakefield Financial Planning is a Multi Family Office based in United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 128677
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/128677

## About

WAKEFIELD FINANCIAL PLANNING, LLC is a state-registered investment adviser with $15 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.

## Related profiles

- [Whitfill Investment Management](https://altss.com/profile/whitfill-investment-management-llc)
- [Personal Financial Specialists](https://altss.com/profile/personal-financial-specialists)

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Last updated: 2026-08-14T12:30:00.000Z

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