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Ironwood Wealth Management, Inc.

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Client assets under management

$229,902,112

Clients

276

29% high-net-worth

Advisors

3

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

92

High

Average account size

$832,979

About

Ironwood Wealth Management, Inc. provides discretionary and non-discretionary investment advisory services to individuals, trusts, estates, charitable organizations, corporations and retirement plans. The firm offers ongoing portfolio management, financial planning (either stand‑alone or, for many retail clients, included within its advisory arrangement) and retirement‑plan consulting with participant education.

Investment implementation centers on mutual funds and exchange‑traded funds, supported by fundamental, technical and quantitative analysis and a set of asset‑allocation strategies that range from Conservation to Aggressive Growth. Ironwood monitors accounts at least quarterly, uses the eMoney platform to aggregate and display excluded (non‑managed) assets, and treats cash positions as an asset class that is included in assets under management and billed under its percentage‑of‑AUM fee schedule.

Notable distinctions in the brochure include managing $233,131,125 in client assets with a three‑advisor team and the firm’s explicit policy to include cash balances (and certain sweep arrangements) in AUM for fee calculation, a practice that can differ from many peers. The firm also documents ERISA plan services delivered in both 3(21) and 3(38) capacities, a policy to, in many cases, move unmanaged sweep balances into higher‑yielding money‑market funds to mitigate yield dispersion, and an uncommon administrative requirement that standalone financial‑planning engagements be terminated by signed hard‑copy notice.

Client services

Financial planning Portfolio management

Expertise

General retirement planning Retirement income strategy Wealth management Cash flow / budgeting

Occupation focus

Retired Founder/Business Owner

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Fee options

Fixed

Fixed fees for financial planning services generally begin at $250

Percentage

$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.9% $1,000,001 - $2,000,000: 0.6% $2,000,001+: 0.5%

Project-based

From $250/hour for financial planning and consulting services

Other

Account minimum: $100,000 Minimum fee: $250 minimum quarterly investment management fee per client billing group/account Fee-only: Negotiable fixed or hourly fees starting at $250 for financial planning and consulting services; hourly fees start at $250/hour

Main office location

Ironwood Wealth Management, Inc.

18 Chase Drive, Chase Park

Hurricane WV 25526, United States

Number of offices

1

Most active in

More info

Florida · North Carolina · Ohio · South Carolina · Texas · West Virginia

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Facebook X YouTube Website 304-760-6000

Advisors at this firm

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Megan W

Series 65

Hurricane, WV

Ironwood Wealth Management, Inc.

Megan Watterson is a financial advisor at Ironwood Wealth Management, Inc. with one year of industry experience. She holds a Series 65 designation and has previously worked at Kanawha County Courthouse, Ohio Valley Bank, Workforce West Virginia, and Marshall University. Outside of her advisory role, she spent two years engaged in extended travel. Ironwood Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm utilizes a range of asset-allocation strategies supported by fundamental, technical, and quantitative analysis, focusing on mutual funds and exchange-traded funds, and offers ongoing portfolio management and financial planning services.

General retirement planning Retirement income strategy Wealth management Cash flow / budgeting Retired Founder/Business Owner
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John W

Series 63, Series 65

Hurricane, WV

Ironwood Wealth Management, Inc.

John Williams is a financial advisor at Ironwood Wealth Management, Inc. with 23 years of industry experience. He has been with Ironwood Wealth Management since 2001. Outside of his advisory role, he is involved in managing a building through J&T, LLC. Ironwood Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm focuses on portfolio management, financial planning, and retirement-plan consulting using a range of asset-allocation strategies supported by fundamental, technical, and quantitative analysis.

General retirement planning Retirement income strategy Wealth management Cash flow / budgeting Retired Founder/Business Owner
user avatar

Tyler W

Series 65

Hurricane, WV

Ironwood Wealth Management, Inc.

Tyler Williams is a financial advisor at Ironwood Wealth Management, Inc. He holds a Series 65 designation and has two years of industry experience. Prior to joining Ironwood Wealth Management, he worked at West Virginia State University for one year. Ironwood Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial planning, and retirement-plan consulting, utilizing mutual funds and exchange-traded funds supported by fundamental, technical, and quantitative analysis across a range of asset-allocation strategies.

General retirement planning Retirement income strategy Wealth management Cash flow / budgeting Retired Founder/Business Owner
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