Rydan Case
Ironwood Wealth Management · Chandler, Arizona
Rydan Case is a fee-only financial advisor at Ironwood Wealth Management in Chandler, Arizona, who holds the CFP and ChFC credentials. Rydan 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 Rydan →
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, CA, TX · CRD 4438280 |
| Exams passed | Series 66 (2001) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.ironwoodwm.com |
| Profile |
How Rydan's firm compares
- Ironwood Wealth Management's average account is about $322,000, from its Form ADV (assets managed divided by 1,885 accounts).
Request an introduction to Rydan
Tell Rydan a little about what you're looking for. Rydan 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 Rydan
Is Rydan Case a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Rydan 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 Rydan charge for financial advice?
Rydan's firm, Ironwood Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Rydan Case based?
Rydan Case is based in Chandler, Arizona.
What does Rydan specialize in?
Rydan's specialties include small business owners, tax planning, estate & legacy planning and retirement planning. Rydan works with retirees and pre-retirees.
What credentials does Rydan Case hold?
Rydan Case holds the CFP and ChFC credentials.
Is Rydan Case registered with the SEC?
Yes. Rydan Case is registered as an investment adviser representative in AZ, CA and TX (CRD 4438280), 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 Rydan Case?
Through Rydan'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.