Firm
Ironwood Wealth Management
Chandler, Arizona
Fee-only
Ironwood Wealth Management at a glance
- One of 212 fee-only firms based in Arizona in the Wellspent graph.
- 6 advisors are listed here; 4 of 6 hold the CFP.
- Its Form ADV reports 14 employees and 459 individual clients, 155 of them high net worth.
- Its average account is about $322,000 (assets it manages divided by its 1,885 accounts).
Fee-only advisors in Arizona · What fee-only advisors charge in Arizona
Facts
| Based in | Chandler, Arizona |
|---|---|
| Website | ironwoodwm.com |
| [email protected] | |
| Phone | (480) 776-5960 |
Ironwood Wealth Management fees
Ironwood Wealth 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 · Fixed fees |
|---|---|
| Assets managed | $608 million |
| Individual clients | 304 |
| High-net-worth clients | 155 |
| Accounts managed | 1,885 |
| Employees | 14 |
| Planning clients | More than 500 |
| Registered with | The SEC (801-96281) |
| Financial planning | Offered |
| Form ADV filed | March 13, 2026 |
| SEC record | CRD 200511 |