Advisor at Ironwood 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
Ironwood Wealth Management, Inc.
Location
Hurricane, WV 25526
Credentials
Series 65
Industry experience
2 years
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.
Based on Ironwood Wealth Management, Inc.
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
18 Chase Drive, Chase Park
Hurricane, WV 25526
Texas · West Virginia
Ironwood Wealth Management
2019 - Present (7 years)
Extended Travel
2017 - 2019 (2 years)
Kanawha County Courthouse
2016 - 2017 (1 year)
Ohio Valley Bank
2016 - 2016 (1 year)
Workforce West Virginia
2016 - 2016 (1 year)
Marshall University
2015 - 2016 (1 year)
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.
Series 63
President & Ceo, WV
The Spano Group Wealth Managers
Series 66
Hurricane, WV
McKee Wealth Management
Series 63
South Charleston, WV
Freedom Financial Advisors, LLC
Series 63
South Charleston, WV
Freedom Financial Advisors, LLC
Series 63, Series 65
Hurricane, WV
Ironwood Wealth Management, Inc.
Series 65
Hurricane, WV
Ironwood Wealth Management, Inc.
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")