IronFjord Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,612,626
Clients
5
20% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
5
LowAverage account size
$322,525
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
Financial planning
Portfolio management
Pension consulting
Educational seminars or workshops
Expertise
Business ownership considerations
Tax strategies for small businesses
Business exit / sale strategy
General retirement planning
Cash flow / budgeting
Occupation focus
Founder/Business Owner
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 location
IronFjord Wealth Management
13701 W Jewell Ave, Suite 200 29
Lakewood CO 80228, United States
Number of offices
1
Most active in
IronFjord Wealth Management has reported serving >5 clients in these states in the last 12 months.
Colorado
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:
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
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