Ironbridge Wealth Counsel, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
31
0% high-net-worth
Advisors
1
of 3 employees
Firm type
Supported
1-4 advisors or >$200M in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
31
LowAverage account size
$0
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
Financial planning
Selection of other advisers
Expertise
General retirement planning
Income planning
Business exit / sale strategy
Cash flow / budgeting
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 location
Ironbridge Wealth Counsel, LLC
3821 Juniper Trace, Suite 208
Bee Cave TX 78738, United States
Number of offices
2
Most active in
Ironbridge Wealth Counsel, LLC has reported serving >5 clients in these states in the last 12 months.
North Carolina · Pennsylvania · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
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.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")