IronFjord Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
IronFjord Wealth Management serves individuals, high-net-worth clients, charitable organizations, and businesses with investment management, financial planning, and retirement-plan consulting and management. The firm is a fee-only, solo independent adviser and offers both ongoing and project-based planning as well as educational seminars and speaking engagements.
The firm’s investment process emphasizes asset allocation and passive investing informed by modern portfolio theory and efficient-market assumptions, using mutual funds and ETFs and implementing discretionary trading when authorized by clients. It tailors plans to clients’ risk tolerance and time horizon, permits written client-imposed restrictions, and generally bills combined planning and investment-management services under a flat annual fee rather than the percentage-of-AUM model commonly used by peers.
Noteworthy differences from many similar independent advisers include an affiliated tax and accounting practice operated by the firm’s principal (the brochure discloses the principal spends roughly 10% of professional time on that tax practice and the entities may cross-refer clients without referral fees). The firm also provides employer retirement-plan consulting and can act as an ERISA 3(38) investment manager for plans, and it offers public educational seminars — services that are statistically less common among small independent advisers.
Client services
Expertise
Occupation focus
Fee options
Project-based financial planning fixed fees range from $1,000 to $18,000
$0 - $5,000,000: 0.50% $5,000,001 - $10,000,000: 0.30% $10,000,001+: 0.15%
Minimum fee: Flat annual fee generally ranges from $8,000 to $40,000 for ongoing financial planning and investment management services Fee-only: Fee-only firm; no commissions or sales-related compensation
Main office
13701 W Jewell Ave, Suite 200 29
Lakewood CO 80228
Advisors at this office
1
Most active in
Colorado · Texas
Also doing business as
Ironfjord · Ironfjord Wealth Management · Ironfjord Wealth Management 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
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