IronBridge Wealth Counsel, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Ironbridge Wealth Counsel provides financial planning and consulting to individuals, non‑profit organizations, corporations, and other business entities, offering both project‑based plans and ongoing planning engagements. The firm also delivers paraplanning and support services to other registered investment advisers and serves as a solicitor that refers clients to third‑party RIAs.
In forming recommendations Ironbridge employs methods described in its brochure such as fundamental analysis and modern portfolio theory and documents guidance in written plans with periodic reviews. The firm does not manage client investment accounts, does not exercise investment discretion, and does not take custody of client funds.
Ironbridge’s business model is atypical for its peer group in several ways: multiple associates serve as registered representatives and IARs of a broker‑dealer and other advisory firms, the firm discloses fee‑sharing and referral arrangements with third‑party managers, and some associates are licensed insurance agents—relationships the brochure identifies as potential conflicts of interest. Ownership by a number of LLC entities and a primary focus on fee‑for‑service planning and paraplanning rather than percentage‑of‑AUM portfolio management further distinguish the firm from many supported advisers.
Client services
Expertise
Fee options
Referral fees of 20%-50% of client advisory fee paid to referred RIA; some IARs are registered representatives earning commissions on sale of securities and insurance products
Minimum fee: Financial Planning and Consulting Fee Schedule: Fixed Financial Planning Fee: $2,500-$75,000; Ongoing Financial Planning Fee: $150-$1,000 per month; Paraplanning Fee: $2,500 per month Fee-only: Fixed fees for financial planning and consulting services, fee ranges as above
Main office
See office3821 Juniper Trace, Suite 208
Bee Cave TX 78738
Advisors at this office
1
Offices (3)
Most active in
North Carolina · Pennsylvania · Texas
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:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory 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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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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
Quick links
Advisors at this firm
Edwin C
CFP®, Series 63
Boone, NC
IronBridge Wealth Counsel, LLC
Edwin Cummer is a CFP® professional with 26 years of industry experience, currently serving at IronBridge Wealth Counsel, LLC since 2022. Prior to this, he operated his own advisory firm, Edwin R. Cummer, LLC, for 11 years. IronBridge Wealth Counsel provides financial planning and consulting services to individuals, non-profits, corporations, and other business entities through project-based and retainer-style engagements. The firm focuses on planning and referral arrangements rather than discretionary portfolio management, using fundamental analysis and modern portfolio theory to support various investment strategies.
Shane M
CFP®, Series 66
Bee Cave, TX
IronBridge Wealth Counsel, LLC
Shane Morrow is a CFP® professional with 21 years of experience in financial advising. He is the principal at IronBridge Wealth Counsel, LLC, where he has worked since 2016, and has prior experience with firms including Lincoln Financial Advisors and SagePoint Financial, Inc. Outside of his advisory role, he consults on technology products for Helicon Capital Partners. IronBridge Wealth Counsel provides financial planning and consulting services to individuals, non-profit organizations, corporations, and other business entities. The firm focuses on fee-for-service planning and paraplanning, employing methods such as fundamental analysis and modern portfolio theory, and operates without managing client investment accounts or exercising investment discretion.
David E
CFP®, Series 63, Series 66
Allentown, PA
IronBridge Wealth Counsel, LLC
David Ellowitch is a CFP® professional with 17 years of industry experience, currently serving as a private wealth advisor at IronBridge Wealth Counsel, LLC. His prior experience includes roles at Lincoln Financial Advisors and Sagepoint Financial. Beyond his advisory work, he is active in local politics, serving as chairman of the Lehigh County Democratic Committee’s education committee and holding leadership roles with CeaseFire PA Education Fund and the Democratic Jewish Outreach of Pennsylvania. IronBridge Wealth Counsel provides financial planning and consulting services to individuals, nonprofit organizations, corporations, and other entities, focusing on fee-for-service planning and paraplanning rather than asset management. The firm employs methods such as fundamental analysis and modern portfolio theory to develop written plans and offers support services to other registered investment advisers.
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