Megan Watterson
Ironwood Wealth Management · Hurricane, West Virginia
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.
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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 | $233.1M across 676 accounts |
| SEC registration | Investment adviser representative in TX, WV · CRD 7839077 |
| Exams passed | Series 65 (2024) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.ironwood-wealth.com |
How Megan's firm compares
- Ironwood Wealth Management's average account is about $345,000, from its Form ADV (assets managed divided by 676 accounts).
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Questions about Megan
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.
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
- 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.
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