Ironoak Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“If a Client cancels mid-billing period, the refund will be calculated based on the number of hours spent during the quarter at the firm’s hourly rate of $150.”

Flat or project fee

$12,500

“The fee for a Comprehensive Financial Plan is $12,500.”

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

How Ironoak Wealth bills

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

• “Fees are billed monthly in arrears based on an average daily balance of the account for the previous month.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the number of days services are provided during the given period.”
• “Fees for a comprehensive financial plan will be billed on a quarterly basis in advance with the initial payment due upon commencement of the financial planning agreement.”

How Ironoak Wealth’s fees compare

• Its hourly rate of $150 is below the Texas median of $275. 3% of the 468 other Texas planners that publish an hourly rate charge less.
• None of the 6 other planners in Cedar Park that publish an hourly rate charge less.
• Its flat or project fee of $12,500 is above the Texas median of $3,850. 87% of the 401 other Texas planners that publish a flat or project fee charge less.
• 4 of the 4 other planners in Cedar Park that publish a flat or project fee charge less.

About Ironoak Wealth

• Principal: Nicholas Munoz
• Firm size: 6 employees.
• Founded: 2017 (9 years).

Planning areas mentioned in the brochure

• Estate planning
• Cash flow and budgeting

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

2% a year

Clients

332

Employees

6

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$162,000,000

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

306403

Website

linkedin.com/in/tracey-kulpa-brenneise-7354a230 (opens in new tab)

Phone

(737) 271-9421

Can advise clients in 2 states: California, Texas

Other planners in Cedar Park that publish fees

• Boyce & Associates Wealth Consulting, Inc.Cedar Park$250⁠-⁠$3,500/mo
• III Financial, LLCCedar Park$6,000/yr
• Ismail, MustafaCedar Park$250/hr
• Lakeline FinancialCedar Park$275/hr, $1,000⁠-⁠$25,000/yr
• Larson Financial AdvisorsCedar Park$5,000
• Momentum Private Wealth ManagementCedar Park$6,000

Compare all 14 planners in Cedar Park