Disclosures
The regulatory detail, in one place.
Everything a prospective client is entitled to check before engaging an advisor — and a few things worth reading even if you don’t.
Who you are dealing with
Armfield Wealth is an other business name for Independent Advisor Alliance, LLC.
Investment advice offered through Independent Advisor Alliance, LLC, a registered investment adviser.
Armfield Wealth partners with Visionary Square, the advisor network formerly known as Independent Advisor Alliance, LLC. SEC registration currently remains under Independent Advisor Alliance, LLC, which is the entity named in the disclosures above.
Form CRS
Form CRS is a short, plain-language summary of the services we provide, what they cost, the conflicts of interest that exist, and the standard of conduct we are held to. It is worth reading before you engage any advisor, including us.
Read Form CRSRegulatory records
You can check the background of any financial professional through the SEC’s Investment Adviser Public Disclosure database. Ours are linked directly.
Search the SEC adviser databaseThird-party links
You are leaving the Armfield Wealth website. Armfield Wealth and Independent Advisor Alliance, LLC are not responsible for, and do not endorse, the content, privacy practices, or security of third-party sites. Products and services referenced are offered by the third party, not by Armfield Wealth.
Calculators and illustrations
This calculator is provided for illustration only. Results are estimates based on the assumptions you enter and are not a projection, a guarantee, or tax advice. Consult a qualified tax professional about your own situation.
Contact
1501 N Main St, Suite 101
High Point, NC 27262