Ironwood Investment Advisers, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides ongoing portfolio management to individual and high-net-worth clients and also advises tax-qualified retirement plans and non‑qualified deferred compensation arrangements. Services documented in its brochure include customized investment policy statements, discretionary portfolio management, and non‑discretionary 3(21) fiduciary consulting for plan sponsors.
Its investment process combines multiple methods of analysis — charting, cyclical, fundamental, technical, and modern portfolio theory — to construct portfolios of mutual funds, ETFs, equities, fixed income, REITs and Treasury inflation‑protected securities. The firm typically formalizes client risk tolerances in an IPS, requests discretionary trading authority for implementation, and conducts at least quarterly reviews and reporting while using custodial relationships for trade execution and client statements.
Compared with many peers, regulatory disclosures show the firm is affiliated with an accounting firm, and it highlights hands‑on 3(21) plan services such as investment screening, lineup recommendations, and quarterly plan reviews that accompany its individual wealth-management work. The firm operates with a small, single‑owner advisory model that does not participate in wrap fee programs or accept performance‑based fees, and it relies on custodian relationships and third‑party research/support services described in the brochure.
Client services
Expertise
Fee options
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001+: 0.75%
Main office
Port Allen LA
Advisors at this office
2
Most active in
Louisiana
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:
-
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
Advisors at this firm
Walter S
Port Allen, LA
Ironwood Investment Advisers, LLC
Walter Simmons is a CPA and financial advisor with Ironwood Investment Advisers, LLC, where he has worked since 2019. He has nine years of industry experience and also serves as a partner at TWRU CPAs & Financial Advisors, focusing entirely on accounting services. Simmons is involved in referring clients to the investment adviser and receives referral fees for these introductions. Ironwood Investment Advisers provides ongoing portfolio management to individual and high-net-worth clients, as well as advisory services for tax-qualified retirement plans and non-qualified deferred compensation arrangements. The firm uses a multi-method investment approach and emphasizes customized investment policy statements, discretionary portfolio management, and fiduciary consulting for plan sponsors.
Chad L
Series 65
Port Allen, LA
Ironwood Investment Advisers, LLC
Chad Lefebvre is a financial advisor at Ironwood Investment Advisers, LLC with 12 years of industry experience. He holds a Series 65 designation and has been with Ironwood Investment Advisers since 2018. Prior to that, he worked at TWRU for 11 years. Ironwood Investment Advisers provides ongoing portfolio management to individual and high-net-worth clients, as well as advisory services for tax-qualified retirement plans and non-qualified deferred compensation arrangements. The firm employs a multi-method investment approach and offers customized investment policy statements, discretionary portfolio management, and fiduciary consulting for plan sponsors.
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.
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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")