Ironfjord Wealth Management fees and pricing
Financial planner in Lakewood, Colorado. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 21, 2026, Ironfjord Wealth Management charges a flat or project fee of $1,000-$18,000 and an annual fee of $8,000-$40,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 21, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,000-$18,000
“Fixed fee rates range between $1,000 to $18,000.”
- Annual fee
- $8,000-$40,000/yr
“The annual fee generally ranges from $8,000 to $40,000 and is based on complexity and client needs.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Ironfjord Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The actual annual fee for each client is negotiable and will be determined in advance and listed in the agreement between IWM and the client.”
- “The annual fee is billed monthly in arrears.”
- “If the advisory relationship begins in the middle of a billing period, the initial fee will be prorated based on the number of days services were provided.”
How Ironfjord Wealth Management’s fees compare
- Its flat or project fee of $1,000-$18,000 spans the Colorado median of $5,250. 77% of the 214 other Colorado planners that publish a flat or project fee charge less.
- 5 of the 5 other planners in Lakewood that publish a flat or project fee charge less.
- Its annual fee of $8,000-$40,000 is above the Colorado median of $7,750. 82% of the 57 other Colorado planners that publish an annual fee charge less.
- 1 of the 2 other planners in Lakewood that publish an annual fee charge less.
About Ironfjord Wealth Management
“We offer Investment Management, Financial Planning and Retirement Planning Services.”
- Principal: James Mayo
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®, EA, and CFA.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2024 (2 years).
Planning areas mentioned in the brochure
- Retirement planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.5% a year
- Clients
- 5
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops
- Assets managed
- $1,612,626
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 333955
- Phone
- (303) 800-2840
Other planners in Lakewood that publish fees
- Alignpoint WealthLakewood$10,000-$40,000/yr
- Bason Asset ManagementLakewood$3,000-$4,000, $1,450/qtr
- Financial Security Management, IncLakewood$400/hr
- Hinds Financial Group IncLakewood$150/hr, $1,000
- Innovative Financial, LLCLakewoodUp to $5,000, $1,000-$10,000/qtr
- Kindred Financial LLCLakewood$500-$5,000
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.