Craig Field
Craig Field is a registered investment advisor at Alluvial Wealth Management, based in Matthews, NC, with 14 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 29 clients with $1.5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.5M | 1.00% |
| $1.5M+ | 0.75% |
Fees may be negotiated.
Fee Estimator
Location
1234 Mann Drive, Suite 100, Matthews, NC, 28105
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Craig is an independent insurance agent with Crump Insurance Agency since 2019. He also provides tax and accounting services as a Managing Member of Alluvial Financial Management LLC and serves in various roles, including CFO and Non-executive Director, for several other companies, dedicating minimal time to each.
Employment History
Current Registrations
Alluvial Wealth Management
Previous Registrations
Taylor & Morgan Asset Management, LLC
Wealth Design International INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.