# Richard Wagner

> Richard Wagner is a fee-only financial advisor at Ironwood Wealth Management in Chandler, Arizona, who holds the CFP and ChFC credentials. Richard 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.

Page: https://find.wellspent.co/advisors/richard-wagner/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Ironwood Wealth Management
- **Based in:** Chandler, Arizona
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $607.7M across 1,885 accounts
- **Credentials:** CFP, ChFC
- **Specialties:** Small business owners, Tax planning, Estate & legacy planning, Retirement planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 6127326 (https://adviserinfo.sec.gov/individual/summary/6127326)
- **SEC registration:** Investment adviser representative in AZ, TX
- **Exams passed:** Series 66 (2013)
- **Firm size:** 14 employees
- **Disclosures:** None reported
- **Website:** http://www.ironwoodwm.com

## Frequently asked questions

### Is Richard Wagner a fee-only financial advisor?

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

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

### Where is Richard Wagner based?

Richard Wagner is based in Chandler, Arizona.

### What does Richard specialize in?

Richard's specialties include small business owners, tax planning, estate & legacy planning and retirement planning. Richard works with retirees and pre-retirees.

### What credentials does Richard Wagner hold?

Richard Wagner holds the CFP and ChFC credentials.

### Is Richard Wagner registered with the SEC?

Yes. Richard Wagner is registered as an investment adviser representative in AZ and TX (CRD 6127326), 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 Richard Wagner?

Through Richard's website, www.ironwoodwm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6127326): 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
- The firm's website (https://ironwoodwm.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.