Firm
Iron Oak Capital Management
El Paso, Texas
Fee-only
Iron Oak Capital Management at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFA.
- Its Form ADV reports 2 employees and 41 individual clients.
- Its average account is about $178,000 (assets it manages divided by its 73 accounts).
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | El Paso, Texas |
|---|---|
| Website | ironoakcapital.com |
| Phone | (210) 836-9971 |
Iron Oak Capital Management fees
Iron Oak Capital Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $13 million |
| Individual clients | 41 |
| Accounts managed | 73 |
| Employees | 2 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | January 31, 2026 |
| SEC record | CRD 169122 |