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
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.
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
2016 - Present (10 years)
West Virginia State 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.
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McKee Wealth Management
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Freedom Financial Advisors, LLC
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Freedom Financial Advisors, LLC
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Ironwood Wealth Management, Inc.
Series 63, Series 65
Hurricane, WV
Ironwood Wealth Management, Inc.
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