Firm
Ironwood Wealth Management
Hurricane, West Virginia
Fee-only
Ironwood Wealth Management at a glance
- One of 12 fee-only firms based in West Virginia in the Wellspent graph.
- 3 advisors are listed here.
- Its Form ADV reports 3 employees and 276 individual clients, 79 of them high net worth.
- Its average account is about $345,000 (assets it manages divided by its 676 accounts).
Facts
| Based in | Hurricane, West Virginia |
|---|---|
| Website | ironwood-wealth.com |
| Phone | (304) 760-6000 |
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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $233 million |
| Individual clients | 197 |
| High-net-worth clients | 79 |
| Accounts managed | 676 |
| Employees | 3 |
| Planning clients | 0 |
| Registered with | The SEC (801-62555) |
| Financial planning | Offered |
| Form ADV filed | October 8, 2026 |
| SEC record | CRD 128699 |