Armfield Wealth Purpose
We are dedicated to providing investment management and strategic wealth planning to that is specific to you and your situation. Simply put, we strive to be our client’s trusted advisor. Our primary focus is to seek to provide unbiased opinions that are designed to help achieve long term investment results.
Will Armfield started giving investment advice in April 2008 and joined Independent Advisor Alliance as an investment advisor representative in August of 2020.
Our Registered Investment Advisor (RIA)
As a successful entrepreneur, managing day-to-day business operations can take time away from serving clients and growing a practice. Independent Advisor Alliance, our Registered Investment Advisor partner, provides its affiliated advisors with a broad range of customized support services designed to optimize efficiencies and ease operational burdens.
Independent Advisor Alliance (IAA) began with seven original advisors in 2013 and has grown to over 215 partners in 145 firms across 23 states. This affiliation with Independent Advisor Alliance allows Armfield Wealth the ability to focus on financial planning, asset management, and providing exceptional service to clients.
Our Custodians
Through its operating subsidiaries, the company provides a full range of wealth management, securities brokerage, banking, asset management, custody, and financial advisory services to individual investors and independent investment advisors. Its broker-dealer subsidiaries, Charles Schwab & Co., Inc., TD Ameritrade, Inc., and TD Ameritrade Clearing, Inc., (members SIPC, sipc.org), and their affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; referrals to independent, fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services. Its primary banking subsidiary, Charles Schwab Bank, SSB (Member FDIC and an Equal Housing Lender), provides banking and lending services and products. More information is available at aboutschwab.com.
TD Ameritrade, Inc. and TD Ameritrade Clearing, Inc. are separate but affiliated companies and subsidiaries of TD Ameritrade Holding Corporation. TD Ameritrade Holding Corporation is a wholly-owned subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank.
With assets under administration of $11.1 trillion, including discretionary assets of $4.2 trillion as of September 30, 2021, we focus on meeting the unique needs of a diverse set of customers. Privately held for 75 years, Fidelity employs more than 52,000 associates who are focused on the long-term success of our customers. For more information about Fidelity Investments, visit fidelity.com.
Fidelity Institutional® provides investment products through Fidelity Distributors Company LLC; clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.
