Irontree Advisors LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$125/hr

“Hourly fee services are offered based on an hourly fee of $125 per hour.”

Quarterly fee

$2,500/qtr

“The minimum quarterly fee is $2,500, which is $10,000 annually.”

Annual fee

$10,000/yr

From the same sentence as above.

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

How Irontree Advisors LLC bills

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

• “Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous billing period.”
• “Fees for financial plans are billed upon execution of the Agreement.”
• “Fees are generally deducted directly from the Client’s Account. 6 Wealth Planning Fees are generally invoiced directly to the Client but may also be deducted from another account held with IRONTREE Advisors.”

How Irontree Advisors LLC’s fees compare

• Its hourly rate of $125 is below the Illinois median of $273. 3% of the 215 other Illinois planners that publish an hourly rate charge less.
• Its annual fee of $10,000 is above the Illinois median of $7,500. 60% of the 77 other Illinois planners that publish an annual fee charge less.

About Irontree Advisors LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2013 (13 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Minimum

$2,500 minimum fee (stated in brochure)

Clients

11

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$13,501,497

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

167587

Website

irontreeadvisors.com (opens in new tab)

Phone

(815) 348-7802

Other planners in Illinois that publish fees

• 15 Wealth Advisors LLCMundelein$250⁠-⁠$10,000/yr
• 1ST Advantage Financial Advisers, LLCLombard$200/hr
• Alo Financial PlanningMount Prospect$3,000
• Altair Advisers, LLCChicago$200⁠-⁠$500/hr
• Altman AdvisorsChicago$500/hr, $25,000
• Ameribanc CorporationHoffman Estates$500/hr, $250⁠-⁠$5,000

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