IronFjord Wealth Management
Lakewood, Colorado
IronFjord Wealth Management at a glance
- One of 336 fee-only firms based in Colorado in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 5 individual clients, 1 of them high net worth.
- Its average account is about $77,000 (assets it manages divided by its 21 accounts).
- Its ongoing planning fee starts at $12,500 a year, above the Colorado median of $6,000.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Colorado · What fee-only advisors charge in Colorado
Facts
| Based in | Lakewood, Colorado |
|---|---|
| Website | ironfjord.com |
| [email protected] | |
| Phone | (758) 293-8905 |
Questions about IronFjord Wealth Management
How much does IronFjord Wealth Management charge?
IronFjord Wealth Management publishes these prices: ongoing planning: from $12,500 a year. We found this on its website, checked October 28, 2026.
How is IronFjord Wealth Management paid?
IronFjord Wealth Management's Form ADV says it is paid by: percentage of assets, fixed fees.
How many advisors does IronFjord Wealth Management have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at IronFjord Wealth Management.
What is the average account at IronFjord Wealth Management?
IronFjord Wealth Management's average account is about $77,000. That's the assets on its Form ADV divided by its 21 accounts.
What does IronFjord Wealth Management specialize in?
IronFjord Wealth Management's advisors and website list flat-fee planning, retirement planning and tax planning.
Is IronFjord Wealth Management accepting new clients?
Yes, according to IronFjord Wealth Management's website, checked October 28, 2026.
Does IronFjord Wealth Management work with clients virtually?
Yes. IronFjord Wealth Management's website says it works with clients virtually.
IronFjord Wealth Management fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $12,500 a year |
|---|---|
| How it charges | Flat fee · Ongoing planning fee |
In the firm's words
"Typical advisory fee $12,500 / year" source
"Our clients typically have $1 million or more in investable assets." source
"A transparent fee that covers your retirement planning, tax planning, and investment management." source
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 · Fixed fees |
|---|---|
| Assets managed | $2 million |
| Individual clients | 4 |
| High-net-worth clients | 1 |
| Accounts managed | 21 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | April 26, 2026 |
| SEC record | CRD 333955 |