# Derek Sinani

> Derek Sinani is a fee-only financial advisor at Ironwood Wealth Advisors in Scottsdale, Arizona. Derek charges a percentage of assets and focuses on estate & legacy planning and tax planning.

Page: https://find.wellspent.co/advisors/derek-sinani/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Ironwood Wealth Advisors
- **Based in:** Scottsdale, Arizona
- **Fee model:** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $93.1M across 243 accounts
- **Specialties:** Estate & legacy planning, Tax planning
- **Works with:** Retirees
- **CRD:** 2716300 (https://adviserinfo.sec.gov/individual/summary/2716300)
- **SEC registration:** Investment adviser representative in AZ, TX
- **Exams passed:** Series 63 (1996), Series 66 (2001)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.ironwoodwealth.com

## Frequently asked questions

### Is Derek Sinani a fee-only financial advisor?

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

### How does Derek charge for financial advice?

Derek charges a percentage of assets.

### Where is Derek Sinani based?

Derek Sinani is based in Scottsdale, Arizona.

### What does Derek specialize in?

Derek's specialties include estate & legacy planning and tax planning. Derek works with retirees.

### Is Derek Sinani registered with the SEC?

Yes. Derek Sinani is registered as an investment adviser representative in AZ and TX (CRD 2716300), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Ironwood Wealth Advisors manage?

Ironwood Wealth Advisors reports $93.1M across 243 accounts in assets under management.

### How do I contact Derek Sinani?

Through Derek's website, www.ironwoodwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2716300): 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
- The firm's website (https://www.ironwoodwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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