Irontree Wealth Management, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Our rate is $300 per hour; billed in 1-minute increments, and a partial increment will be treated as a whole increment.”

Monthly fee

$250/mo

“We do not assess an initial project fee; instead we charge a monthly fee of $250 which is due within the first 10 calendar days of each month.”

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

How Irontree Wealth Management, Inc. bills

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

• “Fees are to be paid by check or draft from US-based financial institutions.”
• “An hourly engagement lasting more than one month may be billed at the end of each month for time incurred.”
• “We bill on a quarterly basis, in arrears, per the following table.”

How Irontree Wealth Management, Inc.’s fees compare

• Its hourly rate of $300 matches the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
• 9 of the 30 other planners in Irvine that publish an hourly rate charge less.

About Irontree Wealth Management, Inc.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP® and EA.
• Founded: 2017 (9 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Equity compensation
• 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

3% a year

Clients

3

Employees

1

Works with

Individuals and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$1,125,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

291515

Website

irontreewealth.com (opens in new tab)

Phone

(949) 346-4820

Other planners in Irvine that publish fees

• 3D Holistic WealthIrvine$300/hr, $1,500⁠-⁠$10,000
• Advanced Financial Strategies IncIrvine$200⁠-⁠$400/hr
• Am Wealth Solutions, LLCIrvine$250/hr
• Ascend Financial Advisers, IncIrvine$350/hr
• Beltramo Financial Services, Inc.Irvine$1,500⁠-⁠$5,000
• Capital CS Group, LLCIrvine$450/hr, $1,000⁠-⁠$50,000

Compare all 58 planners in Irvine