Firm
Ironwood Wealth Advisors
Scottsdale, Arizona
Fee-only
Ironwood Wealth Advisors at a glance
- One of 212 fee-only firms based in Arizona in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 114 individual clients, 25 of them high net worth.
- Its average account is about $383,000 (assets it manages divided by its 243 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Arizona · What fee-only advisors charge in Arizona
Facts
| Based in | Scottsdale, Arizona |
|---|---|
| Website | ironwoodwealth.com |
| [email protected] | |
| Phone | (480) 473-3455 |
Ironwood Wealth Advisors fees
Ironwood Wealth Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. 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 · Fixed fees |
|---|---|
| Assets managed | $93 million |
| Individual clients | 89 |
| High-net-worth clients | 25 |
| Accounts managed | 243 |
| Employees | 1 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-72067) |
| Financial planning | Offered |
| Form ADV filed | March 16, 2026 |
| SEC record | CRD 155276 |