Ironwood Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,000

“When a new client determines to work with us, we generally prepare that client a written financial plan for a $2,000 fixed fee.”

Quarterly fee

$1,250/qtr

“The minimum fee is charged $1,250 each quarter in the event a client maintains less than $500,000.”

Annual fee

$5,000⁠-⁠$50,000/yr

“This fee is negotiable, depends on our view of how complex and time-intensive a relationship will be, and generally ranges between $5,000 to $50,000 per year, payable quarterly in advance.”

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.

• “In certain circumstances, fees may be negotiable.”
• “Payments Ironwood’s fees are paid quarterly in advance, with payment deducted directly from an account or due within 10 days from the date of the invoice (where not authorized to be deducted from an account).”
• “Fees for partial quarters at the commencement or termination of our engagement will be billed or refunded on a pro-rated basis contingent on the number of days the account was open during the quarter.”

How Ironwood Wealth Management, LLC’s fees compare

• Its flat or project fee of $2,000 is below the Arizona median of $3,100. 28% of the 164 other Arizona planners that publish a flat or project fee charge less.
• None of the 7 other planners in Chandler that publish a flat or project fee charge less.
• Its annual fee of $5,000-$50,000 spans the Arizona median of $10,000. 93% of the 43 other Arizona planners that publish an annual fee charge less.
• 3 of the 3 other planners in Chandler that publish an annual fee charge less.

About Ironwood Wealth Management, LLC

• Firm size: 14 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2015 (11 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Minimum

$1,250 minimum fee (stated in brochure)

Clients

459

Employees

14

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$607,666,705

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

200511

Website

linkedin.com/company/ironwood-financial (opens in new tab)

Phone

(480) 776-5960

Can advise clients in 13 states: Arizona, California, Florida, Illinois, Massachusetts, Michigan, North Carolina, Nebraska, New Hampshire, New Mexico, Oregon, Texas, Washington

Other planners in Chandler that publish fees

• Blueprint Wealth GroupChandler$275/hr, $2,500
• Bugle ValleyChandler$4,500⁠-⁠$6,500, $8,000⁠-⁠$25,000/yr
• Currents Wealth Strategies LLCChandler$300/hr, $2,500⁠-⁠$20,000
• F. L. Arias & Associates, LLCChandler$125/hr
• Innovative Financial Solutions, Inc.Chandler$420/hr, $1,000⁠-⁠$20,000
• Patel Wealth Strategies, Inc.Chandler$250/hr, $750⁠-⁠$4,000

Compare all 23 planners in Chandler