Ironwood Wealth Management, Inc. fees and pricing
Financial planner in Hurricane, West Virginia. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 2, 2026, Ironwood Wealth Management, Inc. charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 2, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“If you terminate the agreement and have contracted with us on a fixed-fee basis, you will be charged for services rendered based on our hourly rate of $250 multiplied by the number of hours spent up to the time the cancellation notice was received by our firm.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Ironwood Wealth Management, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “If you have prepaid advisory fees that we have not yet earned, you will receive a prorated refund of those fees.”
How Ironwood Wealth Management, Inc.’s fees compare
- Its hourly rate of $250 matches the West Virginia median of $250. 29% of the 7 other West Virginia planners that publish an hourly rate charge less.
About Ironwood Wealth Management, Inc.
- Firm size: 3 employees.
- Registered as an adviser: 2004 (22 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
- Clients
- 276
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $233,131,125
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 128699
- Phone
- (304) 760-6000
Can advise clients in 6 states: Florida, North Carolina, Ohio, South Carolina, Texas, West Virginia
Other planners in West Virginia that publish fees
- Anthony Investment Management, LLCWheeling$100-$10,000
- Felton Wealth, LLCWheeling$500
- Fort Henry Capital, LLCWheeling$150-$400/hr, $500-$5,000
- Freedom Financial Advisors, LLCSouth Charleston$200-$3,000
- Global Freedom Financial LLCSouth Charleston$250/hr, $1,000-$12,000
- Hoxton Planning & Management, LLCShepherdstown$350/hr, $2,500/yr
Is something on this page wrong or out of date?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.