IWR Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
IWR Advisors provides discretionary investment management and project-based financial planning for individual and high-net-worth clients. As of late September 2026 the two-advisor firm manages roughly $50 million in discretionary assets and serves a small client base of under 50 households.
The firm combines asset-allocation driven portfolios with both passive and active strategies and uses fundamental, technical, cyclical and charting analysis in security selection. IWR executes client trading on an institutional platform, aggregates orders for block trading, and requires client accounts be established at a recommended custodian to effect transactions.
A distinctive aspect of the firm is that its principals operate a separate entity, Invest with Rules LLC, which produces subscription research, trading analytics and algorithmic back-testing that inform some investment activity; IWR discloses this relationship and related conflicts of interest. IWR also relies on custodian-provided statements for performance and holdings reporting and does not vote client proxies, leaving proxy voting and corporate action decisions to clients.
Client services
Expertise
Fee options
$0 - $499,999: 1.50% $500,000 - $999,999: 1.25% $1,000,000 - $2,999,999: 1.00% $3,000,000 - $5,999,999: 0.90% $6,000,000 - $9,999,999: 0.80% $10,000,000+: Negotiable
$300 to $500 per hour for project-based financial planning services; fees are negotiable.
Account minimum: $500,000 Fee-only: Fee-only firm; compensated solely by client fees, no commissions or sales-related compensation
Main office
Denver CO
Advisors at this office
2
Most active in
Colorado · Florida · Pennsylvania · Texas
Also doing business as
Iwr Advisors · Iwr Advisors 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:
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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
Advisors at this firm
Michael O
Series 63, Series 65, Series 66
Denver, CO
IWR Advisors
Michael Olafsson is an advisor at IWR Advisors with three years of industry experience. He holds the Series 63, 65, and 66 designations. Prior to joining IWR Advisors, Olafsson worked at CBRE, Nestle USA, and Starbucks Coffee Company. He is also the managing member of The Collectors Depot, LLC, a retail operations and consultancy business he has overseen for over 25 years. IWR Advisors provides discretionary investment management and project-based financial planning primarily for individual and high-net-worth clients. The firm employs a combination of asset-allocation driven portfolios, passive and active strategies, and various analyses in security selection, managing around $50 million in assets for fewer than 50 households.
Scott B
CFP®, Series 63, Series 66
Denver, CO
IWR Advisors
Scott Bennett is a CFP® with 17 years of industry experience, currently serving as an advisor at IWR Advisors since 2023. He has held prior roles at Fidelity Investments and Fidelity Personal and Workplace Advisors over a span of 17 years. Bennett is also the founder and owner of Invest With Rules LLC, an investment research newsletter focused on institutional trading activity and trend analysis. IWR Advisors manages discretionary investment portfolios and project-based financial planning for individual and high-net-worth clients, combining passive and active strategies with multi-faceted security analysis. The firm serves a selective client base and incorporates research from Invest With Rules LLC in its investment process.
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