Iron Gate Wealth Advisors, LLC fees
Financial planner in Poland, Ohio. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, Iron Gate Wealth Advisors, LLC (Poland, OH) charges up to $200 an hour and a flat or project fee of $200-$2,000 for financial planning.
- Website: irongatewealthadvisors.com (opens in new tab)
- Call (330) 953-1396
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change.
- Hourly rate
- Up to $200/hr
Capped at $200, at or below the Ohio median of $250.
“The negotiable hourly fee is up to $200/hour and is paid after the consultations.”
- Flat or project fee
- $200-
$2,000 Below the Ohio median of $3,625; 9% of the 93 other planners in Ohio that publish a flat or project fee charge less.
“Written financial plan fees range from $200 to $2,000, depending on the complexity of your financial situation.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CPA
- Team size
- 3 employees
- Registered since
- 2017 (9 years)
How Iron Gate Wealth Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Hourly fees are billed at the end of the month they were incurred.”
About Iron Gate Wealth Advisors, LLC
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 238
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $160 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of October 30, 2026
- CRD number
- 156453 (opens in new tab)
- Phone
- (330) 953-1396
Other planners in Poland that publish fees
- Total Financial Management, LLCPolandHourly $100-$500/hr, Flat from $350
More planners in Ohio that publish fees
- Epic Financial, LLCHudsonHourly $250/hr, Flat $500-$4,800
- Incline WealthClevesHourly $250/hr, Flat $300-$10,000
- Right Investment Team LLCAvonFlat $200-$1,000
- Zimmerman Capital ManagementSalemHourly $250/hr
- The Freedom Experience, Inc.FletcherAnnual $10,000-$36,000/yr
- Generations Wealth, LLCCincinnatiFlat $1,500-$6,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.