Daniel Granucci
Iron Path Wealth Management, Inc. · Sandy Hook, Connecticut
Daniel Granucci is a fee-only financial advisor at Iron Path Wealth Management, Inc. in Sandy Hook, Connecticut, who holds the CFA and CFP credentials. Daniel focuses on retirement planning, tax planning and estate & legacy planning. Iron Path Wealth Management, Inc. reports charging a percentage of assets, hourly fees, a subscription and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Iron Path Wealth Management, Inc. |
|---|---|
| Based in | Sandy Hook, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Subscription · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $58.0M across 214 accounts |
| Credentials | CFA · CFP |
| SEC registration | Investment adviser representative in CT, NY · CRD 4968727 |
| Exams passed | Series 63 (2005) · Series 65 (2009) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | ironpathwealth.com |
| Profile |
How Daniel's firm compares
- Iron Path Wealth Management, Inc.'s average account is about $271,000, from its Form ADV (assets managed divided by 214 accounts).
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Questions about Daniel
Is Daniel Granucci a fee-only financial advisor?
Yes. Daniel Granucci is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and 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 Daniel's firm.
How does Daniel charge for financial advice?
Daniel's firm, Iron Path Wealth Management, Inc., reports charging a percentage of assets, hourly fees, a subscription and fixed fees on its SEC Form ADV.
Where is Daniel Granucci based?
Daniel Granucci is based in Sandy Hook, Connecticut.
What does Daniel specialize in?
Daniel's specialties include retirement planning, tax planning and estate & legacy planning.
What credentials does Daniel Granucci hold?
Daniel Granucci holds the CFA and CFP credentials.
Is Daniel Granucci registered with the SEC?
Yes. Daniel Granucci is registered as an investment adviser representative in CT and NY (CRD 4968727), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Iron Path Wealth Management, Inc. manage?
Iron Path Wealth Management, Inc. reports $58.0M across 214 accounts in assets under management.
How do I contact Daniel Granucci?
Through Daniel's website, ironpathwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Iron Path Wealth Management, Inc. 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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