Iron Path Wealth Management, Inc.
Sandy Hook, Connecticut
Iron Path Wealth Management, Inc. at a glance
- One of 144 fee-only firms based in Connecticut in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 95 individual clients, 45 of them high net worth.
- Its average account is about $271,000 (assets it manages divided by its 214 accounts).
Fee-only advisors in Connecticut · What fee-only advisors charge in Connecticut
Facts
| Based in | Sandy Hook, Connecticut |
|---|---|
| Website | ironpathwealth.com |
| [email protected] | |
| Phone | (203) 321-3444 |
Questions about Iron Path Wealth Management, Inc.
How is Iron Path Wealth Management, Inc. paid?
Iron Path Wealth Management, Inc.'s Form ADV says it is paid by: percentage of assets, hourly, subscription, fixed fees.
How many advisors does Iron Path Wealth Management, Inc. have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Iron Path Wealth Management, Inc..
What is the average account at Iron Path Wealth Management, Inc.?
Iron Path Wealth Management, Inc.'s average account is about $271,000. That's the assets on its Form ADV divided by its 214 accounts.
What does Iron Path Wealth Management, Inc. specialize in?
Iron Path Wealth Management, Inc.'s advisors and website list retirement planning, tax planning and estate & legacy planning.
Iron Path Wealth Management, Inc. fees
Iron Path Wealth Management, Inc. 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 · Subscription · Fixed fees |
|---|---|
| Assets managed | $58 million |
| Individual clients | 50 |
| High-net-worth clients | 45 |
| Accounts managed | 214 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 309149 |
Advisors at this firm (1)
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