# Megan Watterson

> Megan Watterson is a fee-only financial advisor at Ironwood Wealth Management in Hurricane, West Virginia. Ironwood Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Ironwood Wealth Management
- **Based in:** Hurricane, West Virginia
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $233.1M across 676 accounts
- **CRD:** 7839077 (https://adviserinfo.sec.gov/individual/summary/7839077)
- **SEC registration:** Investment adviser representative in TX, WV
- **Exams passed:** Series 65 (2024)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.ironwood-wealth.com

## Frequently asked questions

### Is Megan Watterson a fee-only financial advisor?

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

Megan's firm, Ironwood Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Megan Watterson based?

Megan Watterson is based in Hurricane, West Virginia.

### Is Megan Watterson registered with the SEC?

Yes. Megan Watterson is registered as an investment adviser representative in TX and WV (CRD 7839077), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Ironwood Wealth Management manage?

Ironwood Wealth Management reports $233.1M across 676 accounts in assets under management.

### How do I contact Megan Watterson?

Through Megan's website, www.ironwood-wealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7839077): 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.