Scott Schwalich
Ironkoor Retirement · West Chester, Ohio
Scott Schwalich is a fee-only financial advisor at Ironkoor Retirement in West Chester, Ohio, who holds the CFP credential. Ironkoor Retirement reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Scott →
Facts
| Firm | Ironkoor Retirement |
|---|---|
| Based in | West Chester, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $14.6M across 80 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH · CRD 7329766 |
| Firm size | 2 employees |
| Disclosures | None reported |
How Scott's firm compares
- Ironkoor Retirement's average account is about $183,000, from its Form ADV (assets managed divided by 80 accounts).
Request an introduction to Scott
Tell Scott a little about what you're looking for. Scott 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 Scott
Is Scott Schwalich a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Scott holds no broker registration, and Ironkoor Retirement reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Scott charge for financial advice?
Scott's firm, Ironkoor Retirement, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Scott Schwalich based?
Scott Schwalich is based in West Chester, Ohio.
What credentials does Scott Schwalich hold?
Scott Schwalich holds the CFP credential.
Is Scott Schwalich registered with the SEC?
Yes. Scott Schwalich is registered as an investment adviser representative in OH (CRD 7329766), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Ironkoor Retirement manage?
Ironkoor Retirement reports $14.6M across 80 accounts in assets under management.
How do I contact Scott Schwalich?
Contact details aren't on file yet. Search for Ironkoor Retirement.
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.
See something wrong? Request a correction. Read our methodology.