John Stuart
Ironwood Wealth Management · Dallas, Texas
John Stuart is a fee-only financial advisor at Ironwood Wealth Management in Dallas, Texas. Ironwood Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to John →
Facts
| Firm | Ironwood Wealth Management |
|---|---|
| Based in | Dallas, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $2.0M across 8 accounts |
| SEC registration | Investment adviser representative in TX · CRD 4916217 |
| Exams passed | Series 63 (2005) · Series 65 (2005) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
How John's firm compares
- Ironwood Wealth Management's average account is about $246,000, from its Form ADV (assets managed divided by 8 accounts).
Request an introduction to John
Tell John a little about what you're looking for. John isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about John
Is John Stuart a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Ironwood Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does John charge for financial advice?
John's firm, Ironwood Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is John Stuart based?
John Stuart is based in Dallas, Texas.
Is John Stuart registered with the SEC?
Yes. John Stuart is registered as an investment adviser representative in TX (CRD 4916217), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Ironwood Wealth Management manage?
Ironwood Wealth Management reports $2.0M across 8 accounts in assets under management.
How do I contact John Stuart?
Contact details aren't on file yet. Search for Ironwood Wealth Management.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Dallas
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
- 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.
See something wrong? Request a correction. Read our methodology.