Ironwood Wealth Management LLC fees and pricing
Financial planner in Dallas, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 25, 2024, Ironwood Wealth Management LLC charges $125-$3,000 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2024. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $125-$3,000/hr
“Type Fixed Fee Maximum Fee $3,000 Hourly Fee $125 per hour Payable Payable one-half (1/2) upon execution of the advisory agreement with IWM and the balance due at the time of presentation of the plan, unless otherwise negotiated with the client.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Ironwood Wealth Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and are not based on a share of capital gains upon or capital appreciation of the funds or any portion of the funds.”
- “Advisory fees will be charged in advance of the billing period.”
- “Fees for partial period will be prorated.”
How Ironwood Wealth Management LLC’s fees compare
- Its hourly rate of $125-$3,000 spans the Texas median of $275. 100% of the 468 other Texas planners that publish an hourly rate charge less.
- 56 of the 56 other planners in Dallas that publish an hourly rate charge less.
About Ironwood Wealth Management LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2019 (7 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
- Highest asset based fee in brochure
- 1.75% a year
- Clients
- 8
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $1,967,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- Yes. Read them on the SEC site (opens in new tab)
- SEC CRD number
- 171008
- Phone
- (214) 789-2919
Other planners in Dallas that publish fees
- Aci Wealth AdvisorsDallas$250/hr
- Advisor Resource CouncilDallas$100-$500/hr, $50-$15,000
- AfroblocDallas$300/hr
- Algotech Financial LLCDallas$3,000
- Applewhite & Buys Financial AdvisorsDallas$250/hr, $6,000
- Artham AdvisorsDallas$350/hr, $500-$2,500
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.