Flatiron Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Flatiron Wealth Advisors, LLC is a state-registered, single-advisor independent advisory firm that provides financial planning and discretionary investment management to individuals, high-net-worth individuals, corporations and other businesses. The firm also offers tax return preparation through an affiliated accounting practice; it reports $2,673,762 in assets under management across nine client relationships and ties investment management services to clients who utilize its financial planning services.
The firm’s investment approach is primarily passive and grounded in Modern Portfolio Theory, using low-cost index mutual funds and ETFs, model portfolios available through a model marketplace, and, where appropriate, outside managers. Accounts are managed on a discretionary basis with regular reviews (quarterly) and an annual plan review, and the firm documents client risk tolerance and investment policy statements to guide portfolio construction.
Several features distinguish this practice from typical solo independent advisers: the principal is a CPA who operates an affiliated tax and accounting firm and may refer clients between the two businesses (a disclosed conflict of interest), the firm reports a significant non‑U.S. client component and provides portfolio management for institutional clients in addition to individuals, and it offers educational seminars and speaking engagements (including occasional pro‑bono presentations).
Client services
Expertise
Fee options
Project-Based Financial Planning $250 - $2,500; Ongoing Financial Planning upfront fee $500 - $5,000
$0 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.70% $2,000,001 - $5,000,000: 0.50% $5,000,001+: 0.30%
$200 - $500 per hour for Financial Planning
Ongoing Financial Planning monthly fee $100 - $2,000 per month
Fee-only: Ongoing Financial Planning $500 - $5,000 upfront plus $100 - $2,000 per month; Project-Based Planning $250 - $2,500; Hourly Financial Planning $200 - $500 per hour
Main office
Henrico VA
Advisors at this office
1
Most active in
Colorado · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)