# Zachary Sirota

> Zachary Sirota is a fee-only financial advisor at IRON Financial in Cresskill, New Jersey. Zachary focuses on estate & legacy planning, tax planning and founders (pre-exit). IRON Financial reports charging a percentage of assets and performance-based fees on its Form ADV.

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

## Facts

- **Firm:** IRON Financial
- **Based in:** Cresskill, New Jersey
- **Fee model (firm's Form ADV):** Percentage of assets; Performance-based fees
- **Assets under management (firm):** $489.2M across 649 accounts
- **Specialties:** Estate & legacy planning, Tax planning, Founders (pre-exit), Family wealth transfer
- **Works with:** Founders, Multi-generational families, Ultra high net worth
- **CRD:** 6078539 (https://adviserinfo.sec.gov/individual/summary/6078539)
- **SEC registration:** Investment adviser representative in NJ
- **Exams passed:** Series 63 (2018), Series 65 (2025)
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** https://ironfinancial.com/

## Frequently asked questions

### Is Zachary Sirota a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Zachary holds no broker registration, and IRON Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Zachary charge for financial advice?

Zachary's firm, IRON Financial, reports charging a percentage of assets and performance-based fees on its SEC Form ADV.

### Where is Zachary Sirota based?

Zachary Sirota is based in Cresskill, New Jersey.

### What does Zachary specialize in?

Zachary's specialties include estate & legacy planning, tax planning, founders (pre-exit) and family wealth transfer. Zachary works with founders, multi-generational families and ultra high net worth.

### Is Zachary Sirota registered with the SEC?

Yes. Zachary Sirota is registered as an investment adviser representative in NJ (CRD 6078539), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does IRON Financial manage?

IRON Financial reports $489.2M across 649 accounts in assets under management.

### How do I contact Zachary Sirota?

Through Zachary's website, ironfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6078539): 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://ironfinancial.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.