Iron River Capital LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 2, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$125⁠-⁠$200/hr

“The negotiated hourly fee for these services is between $125 and $200.”

Flat or project fee

$1,000⁠-⁠$10,000

“The negotiated fixed fee for these services is between $1,000 and $10,000.”

Quarterly fee

$500/qtr

“There is a $500 per quarter minimum fee the Firm may waive at its discretion for both monitoring and management fees.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Iron River Capital LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Clients may terminate the agreement without penalty for a full refund of IRC's fees within five business days of signing the Investment Advisory Contract.”
• “The first payment will be prorated to cover the period from the date the client’s account is open through the end of the current calendar quarter.”
• “These fees are generally negotiable, and the final fee schedule is attached as Exhibit II of the Investment Advisory Contract.”

How Iron River Capital LLC’s fees compare

• Its hourly rate of $125-$200 is below the Colorado median of $300. 8% of the 231 other Colorado planners that publish an hourly rate charge less.
• None of the 4 other planners in Durango that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$10,000 spans the Colorado median of $5,250. 54% of the 214 other Colorado planners that publish a flat or project fee charge less.
• 3 of the 3 other planners in Durango that publish a flat or project fee charge less.

About Iron River Capital LLC

• Firm size: 5 employees.
• Registered as an adviser: 2014 (12 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

142

Employees

5

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, and newsletters and publications

Assets managed

$94,143,088

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

173307

Website

connolly-financial.com (opens in new tab)

Phone

(970) 426-5300

Can advise clients in 6 states: Arizona, Colorado, Florida, North Carolina, New Mexico, Texas

Other planners in Durango that publish fees

• Blackbird Financial PlanningDurango$300/hr, $495⁠-⁠$6,495
• Evergreen Wealth AdvisorsDurango$250/hr
• Priority Financial PartnersDurango$375/hr, $2,500⁠-⁠$5,000
• Red Mountain Financial PartnersDurango$100⁠-⁠$250/hr, $100⁠-⁠$5,000

Compare all 6 planners in Durango