Aaron Izenstark
IRON Financial · Northbrook, Illinois
Aaron Izenstark is a fee-only financial advisor at IRON Financial in Northbrook, Illinois. Aaron focuses on estate & legacy planning, tax planning and founders (pre-exit). IRON Financial reports charging a percentage of assets and performance-based fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Multi-generational families
- Ultra high net worth
Facts
| Firm | IRON Financial |
|---|---|
| Based in | Northbrook, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Performance-based fees |
| Assets under management | $489.2M across 649 accounts |
| SEC registration | Investment adviser representative in IL · CRD 2441404 |
| Exams passed | Series 65 (1994) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | ironfinancial.com |
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Questions about Aaron
Is Aaron Izenstark a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Aaron holds no broker registration, and IRON Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Aaron charge for financial advice?
Aaron's firm, IRON Financial, reports charging a percentage of assets and performance-based fees on its SEC Form ADV.
Where is Aaron Izenstark based?
Aaron Izenstark is based in Northbrook, Illinois.
What does Aaron specialize in?
Aaron's specialties include estate & legacy planning, tax planning, founders (pre-exit) and family wealth transfer. Aaron works with founders, multi-generational families and ultra high net worth.
Is Aaron Izenstark registered with the SEC?
Yes. Aaron Izenstark is registered as an investment adviser representative in IL (CRD 2441404), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does IRON Financial manage?
IRON Financial reports $489.2M across 649 accounts in assets under management.
How do I contact Aaron Izenstark?
Through Aaron's website, ironfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- IRON Financial website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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