Addison Fluent
Iron Gate Wealth Advisors · Poland, Ohio
Addison Fluent is a fee-only financial advisor at Iron Gate Wealth Advisors in Poland, Ohio, who holds the CFP credential. Addison focuses on tax planning and estate & legacy planning. Iron Gate Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Ultra high net worth
Facts
| Firm | Iron Gate Wealth Advisors |
|---|---|
| Based in | Poland, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $160M across 238 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH · CRD 4381264 |
| Exams passed | Series 66 (2001) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.irongatewealthadvisors.com |
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Questions about Addison
Is Addison Fluent a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Addison holds no broker registration, and Iron Gate Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Addison charge for financial advice?
Addison's firm, Iron Gate Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Addison Fluent based?
Addison Fluent is based in Poland, Ohio.
What does Addison specialize in?
Addison's specialties include tax planning and estate & legacy planning. Addison works with ultra high net worth.
What credentials does Addison Fluent hold?
Addison Fluent holds the CFP credential.
Is Addison Fluent registered with the SEC?
Yes. Addison Fluent is registered as an investment adviser representative in OH (CRD 4381264), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Iron Gate Wealth Advisors manage?
Iron Gate Wealth Advisors reports $160M across 238 accounts in assets under management.
How do I contact Addison Fluent?
Through Addison's website, www.irongatewealthadvisors.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 Gate Wealth Advisors 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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