Shelby Newell
Ironwood Wealth Management · Chandler, Arizona
Shelby Newell is a fee-only financial advisor at Ironwood Wealth Management in Chandler, Arizona, who holds the CFP credential. Shelby 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.
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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 |
| SEC registration | Investment adviser representative in AZ · CRD 6666626 |
| Exams passed | Series 63 (2016) · Series 66 (2018) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.ironwoodwm.com |
How Shelby's firm compares
- Ironwood Wealth Management's average account is about $322,000, from its Form ADV (assets managed divided by 1,885 accounts).
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Questions about Shelby
Is Shelby Newell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Shelby 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 Shelby charge for financial advice?
Shelby's firm, Ironwood Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Shelby Newell based?
Shelby Newell is based in Chandler, Arizona.
What does Shelby specialize in?
Shelby's specialties include small business owners, tax planning, estate & legacy planning and retirement planning. Shelby works with retirees and pre-retirees.
What credentials does Shelby Newell hold?
Shelby Newell holds the CFP credential.
Is Shelby Newell registered with the SEC?
Yes. Shelby Newell is registered as an investment adviser representative in AZ (CRD 6666626), 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 Shelby Newell?
Through Shelby'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.
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