# Barrett Geist

> Barrett Geist is a fee-only financial advisor at Ironwood Investment Counsel in Scottsdale, Arizona, who holds the CFP credential. Ironwood Investment Counsel reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/barrett-geist/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Ironwood Investment Counsel
- **Based in:** Scottsdale, Arizona
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $1.76B across 2,525 accounts
- **Credentials:** CFP
- **CRD:** 7345807 (https://adviserinfo.sec.gov/individual/summary/7345807)
- **SEC registration:** Investment adviser representative in AZ, TX
- **Firm size:** 22 employees
- **Disclosures:** None reported
- **Website:** https://ironwoodic.com

## Frequently asked questions

### Is Barrett Geist a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Barrett holds no broker registration, and Ironwood Investment Counsel reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Barrett charge for financial advice?

Barrett's firm, Ironwood Investment Counsel, reports charging a percentage of assets on its SEC Form ADV.

### Where is Barrett Geist based?

Barrett Geist is based in Scottsdale, Arizona.

### What credentials does Barrett Geist hold?

Barrett Geist holds the CFP credential.

### Is Barrett Geist registered with the SEC?

Yes. Barrett Geist is registered as an investment adviser representative in AZ and TX (CRD 7345807), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Ironwood Investment Counsel manage?

Ironwood Investment Counsel reports $1.76B across 2,525 accounts in assets under management.

### How do I contact Barrett Geist?

Through Barrett's website, ironwoodic.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7345807): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.