# Giancarlo Mateus

> Giancarlo Mateus 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.

Page: https://find.wellspent.co/advisors/giancarlo-mateus/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Ironwood Investment Counsel
- **Based in:** Scottsdale, Arizona
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $1.76B across 2,525 accounts
- **Credentials:** CFP
- **CRD:** 5211435 (https://adviserinfo.sec.gov/individual/summary/5211435)
- **SEC registration:** Investment adviser representative in AZ
- **Exams passed:** Series 63 (2006), Series 66 (2007)
- **Firm size:** 22 employees
- **Disclosures:** None reported
- **Website:** https://ironwoodic.com

## Frequently asked questions

### Is Giancarlo Mateus a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Giancarlo 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 Giancarlo charge for financial advice?

Giancarlo's firm, Ironwood Investment Counsel, reports charging a percentage of assets on its SEC Form ADV.

### Where is Giancarlo Mateus based?

Giancarlo Mateus is based in Scottsdale, Arizona.

### What credentials does Giancarlo Mateus hold?

Giancarlo Mateus holds the CFP credential.

### Is Giancarlo Mateus registered with the SEC?

Yes. Giancarlo Mateus is registered as an investment adviser representative in AZ (CRD 5211435), 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 Giancarlo Mateus?

Through Giancarlo's website, ironwoodic.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5211435): 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

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