Barrett Geist
Ironwood Investment Counsel · Scottsdale, Arizona
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.
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Facts
| Firm | Ironwood Investment Counsel |
|---|---|
| Based in | Scottsdale, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $1.76B across 2,525 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ, TX · CRD 7345807 |
| Firm size | 22 employees |
| Disclosures | None reported |
| Website | ironwoodic.com |
How Barrett's firm compares
- Ironwood Investment Counsel's average account is about $696,000, from its Form ADV (assets managed divided by 2,525 accounts).
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Questions about Barrett
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.
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
- 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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