Derek Sinani
Ironwood Wealth Advisors · Scottsdale, Arizona
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.
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Specialties
Who they serve
- Retirees
Facts
| Firm | Ironwood Wealth Advisors |
|---|---|
| Based in | Scottsdale, Arizona |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $93.1M across 243 accounts |
| SEC registration | Investment adviser representative in AZ, TX · CRD 2716300 |
| Exams passed | Series 63 (1996) · Series 66 (2001) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.ironwoodwealth.com |
| Profile |
How Derek's firm compares
- Ironwood Wealth Advisors's average account is about $383,000, from its Form ADV (assets managed divided by 243 accounts).
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Questions about Derek
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.
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
- Ironwood Wealth Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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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