Iron Gate Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Iron Gate Wealth Advisors LLC serves primarily individual clients, alongside businesses, charities and small pension plans, offering financial planning and discretionary portfolio management. The firm reports about $160 million in discretionary assets under management across roughly 238 client relationships and operates with one primary advisor handling client services.
The firm combines comprehensive financial planning — including tax, insurance, retirement and estate planning — with portfolio management, tailoring strategies to client circumstances such as employment status, cash reserves, retirement timelines and risk tolerance. Investment decisions are grounded in fundamental analysis of businesses and a long-term, relatively conservative approach using stocks, bonds, mutual funds, ETFs, government securities and options, with limited trading frequency.
Iron Gate is notable for an operational affiliation with an accounting practice: a principal maintains an active CPA practice and the brochure discloses that some clients receive both accounting and advisory services, which can influence service coordination and referrals. The firm’s single-advisor model supporting a comparatively large client base, combined with its refusal to accept commissions or hold securities licenses and its practice of recommending and fee-sharing with other managers for alternative investments, further distinguish it from many peers.
Client services
Expertise
Fee options
0.5% to 2% annually, negotiable based on size and complexity
Up to $200/hour, negotiable
Fee-only: $200/hour for financial planning consultations; $200 to $2,000 for written financial plans, depending on complexity
Main office
8560 South Avenue, Suite 2
Poland OH 44514
Advisors at this office
2
Most active in
Ohio
Also doing business as
Fsa Wealth Management, LLC · Iron Gate Wealth Advisors LLC · Iron Gate Wealth Advisors, LLC
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Joshua P
Poland, OH
Iron Gate Wealth Advisors, LLC
Joshua Petrusko is a financial advisor with Iron Gate Wealth Advisors, LLC, bringing 16 years of industry experience. He previously worked at MML Investors Services, Inc. and has been associated with MassMutual Life Insurance Company since 2009. Outside of his advisory role, Petrusko serves as an NRA instructor, teaching handgun safety and concealed carry classes, and holds a board trustee position with the National Association of Insurance and Financial Advisors, running local chapter meetings. Iron Gate Wealth Advisors primarily serves individual clients along with businesses, charities, and small pension plans, offering comprehensive financial planning and discretionary portfolio management. The firm employs a long-term, fundamental investment approach tailored to client circumstances and maintains an operational affiliation with an accounting practice.
Addison F
CFP®, Series 66
Poland, OH
Iron Gate Wealth Advisors, LLC
Addison Fluent III is a Certified Financial Planner (CFP®) and holds a Series 66 license with 20 years of industry experience. He has been with Iron Gate Wealth Advisors, LLC since 2011 and previously worked at Premier Wealth Management, LLC from 2004 to 2026. Iron Gate Wealth Advisors primarily serves individual clients along with businesses, charities, and small pension plans, offering financial planning and discretionary portfolio management. The firm’s approach combines comprehensive planning with long-term, fundamentally driven investment strategies and operates under a single-advisor model managing approximately $160 million in discretionary assets.
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