Flatiron Wealth Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$2,673,762
Total clients
9
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
9
Average account size
$297,085
About
Flatiron Wealth Advisors, LLC is a state-registered, single-advisor independent advisory firm that provides financial planning and discretionary investment management to individuals, high-net-worth individuals, corporations and other businesses. The firm also offers tax return preparation through an affiliated accounting practice; it reports $2,673,762 in assets under management across nine client relationships and ties investment management services to clients who utilize its financial planning services.
The firm’s investment approach is primarily passive and grounded in Modern Portfolio Theory, using low-cost index mutual funds and ETFs, model portfolios available through a model marketplace, and, where appropriate, outside managers. Accounts are managed on a discretionary basis with regular reviews (quarterly) and an annual plan review, and the firm documents client risk tolerance and investment policy statements to guide portfolio construction.
Several features distinguish this practice from typical solo independent advisers: the principal is a CPA who operates an affiliated tax and accounting firm and may refer clients between the two businesses (a disclosed conflict of interest), the firm reports a significant non‑U.S. client component and provides portfolio management for institutional clients in addition to individuals, and it offers educational seminars and speaking engagements (including occasional pro‑bono presentations).
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Business sale tax planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
Retirement income strategy
Fee options
Project-Based Financial Planning $250 - $2,500; Ongoing Financial Planning upfront fee $500 - $5,000
$0 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.70% $2,000,001 - $5,000,000: 0.50% $5,000,001+: 0.30%
$200 - $500 per hour for Financial Planning
Ongoing Financial Planning monthly fee $100 - $2,000 per month
Fee-only: Ongoing Financial Planning $500 - $5,000 upfront plus $100 - $2,000 per month; Project-Based Planning $250 - $2,500; Hourly Financial Planning $200 - $500 per hour
Main office location
Flatiron Wealth Advisors, LLC
Henrico VA, United States
Number of offices
1
Most active in
Flatiron Wealth Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Colorado · Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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
Quick links
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