Iron Path Wealth Management, Inc. fees and pricing
Financial planner in Newtown, Connecticut. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, Iron Path Wealth Management, Inc. charges a flat or project fee of $2,500 and an annual fee of $1,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,500
“Fees for Ongoing Financial Planning consist of an upfront charge starting at $2,500 for the initial plan.”
- Annual fee
- $1,000/yr
“After delivery of the initial plan, the annual fee for ongoing financial planning starts at $1000 and may be negotiable in certain cases.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Iron Path Wealth Management, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check.”
- “The annual fee is billed quarterly, in arrears, in equal installments.”
- “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the number of days services were provided within the billing period.”
How Iron Path Wealth Management, Inc.’s fees compare
- Its flat or project fee of $2,500 is below the Connecticut median of $5,125. 13% of the 78 other Connecticut planners that publish a flat or project fee charge less.
- 1 of the 2 other planners in Newtown that publish a flat or project fee charge less.
- Its annual fee of $1,000 is below the Connecticut median of $6,000. 4% of the 27 other Connecticut planners that publish an annual fee charge less.
About Iron Path Wealth Management, Inc.
- Principal: Daniel Granucci
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2021 (5 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, subscription fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.95% a year
- Clients
- 95
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and newsletters and publications
- Assets managed
- $58,003,231
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 309149
- Phone
- (203) 321-3444
Can advise clients in 2 states: Connecticut, New York
Other planners in Newtown that publish fees
- Donaldson Financial Wellness Network, LLCNewtown$250-$450/hr, $600-$10,000
- Riskin Wealth Management, LLCNewtown$300-$500/hr, $500
- RLS Financial Group, Inc.Newtown$300/hr, $900/yr
- 5TH Street Advisors, LLCSouthport$400/hr, $3,000-$5,000
- Abundant Wealth Management LLCStamford$250-$350/hr, $750-$5,000
- Achieve Retirement & Wealth Management, LLCRidgefield$350/hr, $10,000
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.