Dan Amiot
Wrought Iron Financial, LLC · Canal Fulton, Ohio
Dan Amiot is a fee-only financial advisor at Wrought Iron Financial, LLC in Canal Fulton, Ohio, who holds the CFP credential. Dan charges a percentage of assets, an ongoing planning fee, a one-time planning fee and a flat fee or retainer (ongoing planning from $1,200 a year and 0.8% a year on the first tier of assets managed) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Facts
| Firm | Wrought Iron Financial, LLC |
|---|---|
| Based in | Canal Fulton, Ohio |
| Fee model | Percentage of assets · Ongoing planning fee · One-time planning fee · Flat fee or retainer |
| Fees (firm's website) | Ongoing planning from $1,200 a year · 0.8% a year on the first tier of assets managed |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $1.0M across 18 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH · CRD 5421357 |
| Exams passed | Series 65 (2008) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | wroughtironfinancial.com |
| Profile |
How Dan's firm compares
- Ongoing planning starts at $1,200 a year, below the Ohio median of $3,000 for fee-only firms that publish prices.
- Wrought Iron Financial, LLC's average account is about $57,000, from its Form ADV (assets managed divided by 18 accounts).
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Questions about Dan
Is Dan Amiot a fee-only financial advisor?
Yes. Dan Amiot is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Dan's firm.
How does Dan charge for financial advice?
Dan charges a percentage of assets, an ongoing planning fee, a one-time planning fee and a flat fee or retainer.
How much does Dan charge?
According to Wrought Iron Financial, LLC's website, checked October 28, 2026: ongoing planning from $1,200 a year; 0.8% a year on the first tier of assets managed.
Does Dan work with clients virtually?
Yes. Wrought Iron Financial, LLC says on its website that it works with clients remotely.
Where is Dan Amiot based?
Dan Amiot is based in Canal Fulton, Ohio.
What does Dan specialize in?
Dan's specialties include retirement planning, tax planning, estate & legacy planning and founders (pre-exit).
What credentials does Dan Amiot hold?
Dan Amiot holds the CFP credential.
Is Dan Amiot registered with the SEC?
Yes. Dan Amiot is registered as an investment adviser representative in OH (CRD 5421357), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Wrought Iron Financial, LLC manage?
Wrought Iron Financial, LLC reports $1.0M across 18 accounts in assets under management.
How do I contact Dan Amiot?
Through Dan's website, wroughtironfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Wrought Iron Financial, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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