# Matthew Carter

> Matthew Carter is a fee-only financial advisor at Ironwood Investment Counsel in Scottsdale, Arizona, who holds the CFP and CFA credentials. Ironwood Investment Counsel reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/matthew-carter/
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, CFA
- **CRD:** 4541900 (https://adviserinfo.sec.gov/individual/summary/4541900)
- **SEC registration:** Investment adviser representative in AZ
- **Exams passed:** Series 63 (2003), Series 65 (2002)
- **Firm size:** 22 employees
- **Disclosures:** None reported
- **Website:** https://ironwoodic.com

## Frequently asked questions

### Is Matthew Carter a fee-only financial advisor?

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

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

### Where is Matthew Carter based?

Matthew Carter is based in Scottsdale, Arizona.

### What credentials does Matthew Carter hold?

Matthew Carter holds the CFP and CFA credentials.

### Is Matthew Carter registered with the SEC?

Yes. Matthew Carter is registered as an investment adviser representative in AZ (CRD 4541900), 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 Matthew Carter?

Through Matthew's website, ironwoodic.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4541900): 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.