Jonathan Moore
Ironwood Wealth Management · Chandler, Arizona
Jonathan Moore is a fee-only financial advisor at Ironwood Wealth Management in Chandler, Arizona, who holds the CFP and ChFC credentials. Jonathan focuses on small business owners, tax planning and estate & legacy planning. Ironwood Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Jonathan →
Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Ironwood Wealth Management |
|---|---|
| Based in | Chandler, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $607.7M across 1,885 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in AZ, TX · CRD 6733823 |
| Exams passed | Series 65 (2017) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.ironwoodwm.com |
Request an introduction to Jonathan
Tell Jonathan a little about what you're looking for. Jonathan 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 Jonathan
Is Jonathan Moore a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jonathan 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 Jonathan charge for financial advice?
Jonathan's firm, Ironwood Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jonathan Moore based?
Jonathan Moore is based in Chandler, Arizona.
What does Jonathan specialize in?
Jonathan's specialties include small business owners, tax planning, estate & legacy planning and retirement planning. Jonathan works with retirees and pre-retirees.
What credentials does Jonathan Moore hold?
Jonathan Moore holds the CFP and ChFC credentials.
Is Jonathan Moore registered with the SEC?
Yes. Jonathan Moore is registered as an investment adviser representative in AZ and TX (CRD 6733823), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Ironwood Wealth Management manage?
Ironwood Wealth Management reports $607.7M across 1,885 accounts in assets under management.
How do I contact Jonathan Moore?
Through Jonathan's website, www.ironwoodwm.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 Management 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.
See something wrong? Request a correction. Read our methodology.