Wrought Iron Financial, LLC
Canal Fulton, Ohio
Wrought Iron Financial, LLC at a glance
- One of 337 fee-only firms based in Ohio in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 10 individual clients.
- Its average account is about $57,000 (assets it manages divided by its 18 accounts).
- Its ongoing planning fee starts at $1,200 a year, below the Ohio median of $3,000.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Ohio · What fee-only advisors charge in Ohio
Facts
| Based in | Canal Fulton, Ohio |
|---|---|
| Website | wroughtironfinancial.com |
| [email protected] | |
| Phone | (330) 258-2548 |
Questions about Wrought Iron Financial, LLC
How much does Wrought Iron Financial, LLC charge?
Wrought Iron Financial, LLC publishes these prices: ongoing planning: from $1,200 a year; asset-based fee: 0.8% a year on the first tier of assets. We found this on its website, checked October 28, 2026.
How is Wrought Iron Financial, LLC paid?
Wrought Iron Financial, LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Wrought Iron Financial, LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Wrought Iron Financial, LLC.
What is the average account at Wrought Iron Financial, LLC?
Wrought Iron Financial, LLC's average account is about $57,000. That's the assets on its Form ADV divided by its 18 accounts.
What does Wrought Iron Financial, LLC specialize in?
Wrought Iron Financial, LLC's advisors and website list retirement planning, tax planning, estate & legacy planning and founders (pre-exit).
Is Wrought Iron Financial, LLC accepting new clients?
Yes, according to Wrought Iron Financial, LLC's website, checked October 28, 2026.
Does Wrought Iron Financial, LLC work with clients virtually?
Yes. Wrought Iron Financial, LLC's website says it works with clients virtually.
Wrought Iron Financial, LLC 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 $1,200 a year |
|---|---|
| Asset-based fee | 0.8% a year on the first tier of assets |
| How it charges | Percentage of assets · Ongoing planning fee · One-time plans or projects · Flat fee |
In the firm's words
"$1,200/year ($100/mo) + 0.80% Of Managed Assets*" source
"$1,200/year ($100/mo) + 0.80% Of Managed Assets*" source
"$1,200/year ($100/mo) + 0.80% Of Managed Assets*" source
"$1,200/year ($100/mo) + 0.80% Of Managed Assets*" 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $1 million |
| Individual clients | 10 |
| Accounts managed | 18 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 19, 2026 |
| SEC record | CRD 331090 |
Advisors at this firm (1)
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