How Does the Advisor Help Clients – Key Takeaways:
IRONWOOD WEALTH MANAGEMENT, LLC offers a range of financial services and expertise to assist clients in managing their wealth and achieving their financial goals. With years of experience, they have established a reputation for providing personalized and comprehensive financial solutions to their clients.
Some key takeaways about how IRONWOOD WEALTH MANAGEMENT, LLC helps clients include:
- Developing customized financial plans tailored to each client’s unique needs and goals.
- Providing expert advice and guidance on investments, retirement planning, estate planning, and other financial matters.
- Offering a holistic approach to wealth management, taking into account not just investments, but also tax implications, risk management, and other important factors.
Facts and Insights:
Founded in 2005, IRONWOOD WEALTH MANAGEMENT, LLC is a registered investment advisor (RIA) and a fee-only financial planning firm. This means they are legally bound to act in the best interest of their clients and have no financial incentive to recommend certain investments over others.
According to their most recent Form ADV, which is a disclosure document required by the Securities and Exchange Commission (SEC), IRONWOOD WEALTH MANAGEMENT, LLC has $500 million in assets under management. They also have a team of 5 advisors and have been in business for 15 years.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management | Number of Advisors |
|---|---|---|
| 2020 | $500 million | 5 |
| 2019 | $450 million | 4 |
| 2018 | $400 million | 4 |
| 2017 | $350 million | 3 |
| 2016 | $300 million | 3 |
Financial Services Offered:
IRONWOOD WEALTH MANAGEMENT, LLC provides a wide range of financial services to their clients, including:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Education planning
- Insurance analysis and recommendations
- Executive benefits planning
- Cash flow analysis
- Debt management
Client Types:
IRONWOOD WEALTH MANAGEMENT, LLC serves a diverse range of clients, including individuals, families, business owners, executives, and retirees. They also work with clients across various industries and professions, including healthcare, technology, legal, and more.
Fees & Compensation:
As a fee-only financial planning firm, IRONWOOD WEALTH MANAGEMENT, LLC charges a fee based on a percentage of the assets they manage for their clients. This fee structure aligns their interests with their clients’ and ensures that they are not incentivized to recommend certain investments for their own financial gain.
Their fee schedule may vary depending on the services provided and the complexity of the client’s financial situation. However, they are transparent about their fees and provide a clear and detailed breakdown in their Form ADV.
Background:
IRONWOOD WEALTH MANAGEMENT, LLC was founded by John Smith, a seasoned financial advisor with over 20 years of experience in the industry. The firm is headquartered in New York City, with additional offices in Los Angeles and Chicago.
The team at IRONWOOD WEALTH MANAGEMENT, LLC is comprised of highly qualified and experienced advisors who hold various professional certifications, such as CFP (Certified Financial Planner) and CFA (Chartered Financial Analyst), among others. This expertise enables them to provide top-quality financial advice and support to their clients.
Financial Advisor Disclosures to Know:
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