Advisor at Iron Path Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Iron Path Wealth Management, Inc.
Location
Newtown, CT
Credentials
CFP®, CFA®, Series 63, Series 65
Industry experience
20 years
Daniel Granucci is a CFP® and CFA® credentialed financial advisor with 20 years of industry experience. He has worked at Iron Path Wealth Management, Inc. since 2020 and previously held roles at Feehan Financial Services and Reby Advisors. Iron Path Wealth Management provides tailored investment management and financial planning to individuals, high-net-worth clients, and business owners. The firm combines discretionary portfolio management with project-based and ongoing planning, utilizing fundamental and cyclical analysis alongside modern portfolio theory to guide asset allocation and risk management.
Based on Iron Path Wealth Management, Inc.
Based on Iron Path Wealth Management, Inc.
Project-Based Financial Planning fixed fees range from $3,500 to $50,000, negotiable; initial ongoing financial planning upfront fee starting at $2,500
$0 - $1,000,000: 0.95% $1,000,000+: Negotiable
Not specifically stated in brochure; SEC Part 1 mentions hourly charges
Newtown, CT
Connecticut · New York
Iron Path Wealth Management, Inc
2020 - Present (6 years)
Feehan Financial Services
2018 - 2020 (2 years)
Reby Advisors
2015 - 2018 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
CFA®, Series 65
Ridgefield, CT
Granite Hill Capital Management, LLC
Series 65
Redding, CT
HarborAdvisors, LLC
Series 63, Series 66
Monroe, CT
Global Hill Wealth Advisors LLC
Series 65
Redding, CT
Harvested Financial, LLC
Series 65
Bethel, CT
Salzman Financial Management LLC
PFS™
Newtown, CT
Riskin Wealth Management, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")