Firm
Ironwood Investment Counsel
Scottsdale, Arizona
Fee-only
Ironwood Investment Counsel at a glance
- One of 212 fee-only firms based in Arizona in the Wellspent graph.
- 13 advisors are listed here; 7 of 13 hold the CFP.
- Its Form ADV reports 22 employees and 549 individual clients, 300 of them high net worth.
- Its average account is about $696,000 (assets it manages divided by its 2,525 accounts).
Fee-only advisors in Arizona · What fee-only advisors charge in Arizona
Facts
| Based in | Scottsdale, Arizona |
|---|---|
| Website | ironwoodic.com |
| Phone | (480) 609-4700 |
Ironwood Investment Counsel fees
Ironwood Investment Counsel 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 |
|---|---|
| Assets managed | $1.8 billion |
| Individual clients | 249 |
| High-net-worth clients | 300 |
| Accounts managed | 2,525 |
| Employees | 22 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-60073) |
| Financial planning | Offered |
| Form ADV filed | March 24, 2026 |
| SEC record | CRD 110623 |