James Mayo
IronFjord Wealth Management · Lakewood, Colorado
James Mayo is a fee-only financial advisor at IronFjord Wealth Management in Lakewood, Colorado, who holds the CFP, MBA and CFA credentials. James charges a flat fee or retainer and an ongoing planning fee (ongoing planning from $12,500 a year and typically works with clients with $1,000,000 or more) and focuses on flat-fee planning, retirement planning and tax planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | IronFjord Wealth Management |
|---|---|
| Based in | Lakewood, Colorado |
| Fee model | Flat fee or retainer · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $12,500 a year · Typically works with clients with $1,000,000 or more |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $1.6M across 21 accounts |
| Credentials | CFP · MBA · CFA · EA |
| SEC registration | Investment adviser representative in CO, TX · CRD 8007683 |
| Exams passed | Series 65 (2024) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | ironfjord.com |
How James's firm compares
- Ongoing planning starts at $12,500 a year, above the Colorado median of $6,000 for fee-only firms that publish prices.
- IronFjord Wealth Management's average account is about $77,000, from its Form ADV (assets managed divided by 21 accounts).
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Questions about James
Is James Mayo a fee-only financial advisor?
Yes. James Mayo 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 James's firm.
How does James charge for financial advice?
James charges a flat fee or retainer and an ongoing planning fee.
How much does James charge?
According to IronFjord Wealth Management's website, checked October 28, 2026: ongoing planning from $12,500 a year; typically works with clients with $1,000,000 or more.
Does James work with clients virtually?
Yes. IronFjord Wealth Management says on its website that it works with clients remotely.
Where is James Mayo based?
James Mayo is based in Lakewood, Colorado.
What does James specialize in?
James's specialties include flat-fee planning, retirement planning and tax planning. James works with retirees and pre-retirees.
What credentials does James Mayo hold?
James Mayo holds the CFP, MBA, CFA and EA credentials.
Is James Mayo registered with the SEC?
Yes. James Mayo is registered as an investment adviser representative in CO and TX (CRD 8007683), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does IronFjord Wealth Management manage?
IronFjord Wealth Management reports $1.6M across 21 accounts in assets under management.
How do I contact James Mayo?
Through James's website, ironfjord.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
- IronFjord Wealth Management 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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