Ironwood Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Occupation focus
Fee options
Fixed fees for financial planning services generally begin at $250
$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%
From $250/hour for financial planning and consulting services
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
18 Chase Drive, Chase Park
Hurricane WV 25526
Advisors at this office
3
Most active in
Florida · North Carolina · Ohio · South Carolina · Texas · West Virginia
Also doing business as
Ironwood Wealth Management · Ironwood Wealth Management, Inc. · Williams Financial Group, Inc. · Williams Financial Group, 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 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.
-
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.
Quick links
Advisors at this firm
Megan W
Series 65
Hurricane, WV
Ironwood Wealth Management, Inc.
Megan Watterson is a financial advisor at Ironwood Wealth Management, Inc. with seven years of industry experience. She holds a Series 65 designation and previously worked at Kanawha County Courthouse and took an extended travel break before joining Ironwood. 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, with investment implementation focused on mutual funds and exchange-traded funds.
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.
Tyler W
Series 65
Hurricane, WV
Ironwood Wealth Management, Inc.
Tyler Williams is a financial advisor at Ironwood Wealth Management, Inc. with 2 years of industry experience. He holds a Series 65 designation and has been with Ironwood Wealth Management since 2016. Ironwood Wealth Management, Inc. provides discretionary and non-discretionary investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm utilizes fundamental, technical, and quantitative analysis to support its portfolio management, offering a range of asset-allocation strategies from Conservation to Aggressive Growth.
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")