IronBridge Wealth Counsel, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
31
0% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
31
LowAverage account size
$0
About
IronBridge Wealth Counsel provides financial planning and consulting to individuals, non-profit organizations, corporations, and other business entities, delivering written financial plans and ongoing planning reviews. The firm also offers paraplanning and planning‑support services to other registered investment advisers and acts as a solicitor by referring clients to third‑party RIAs.
IronBridge emphasizes advisory and planning work rather than discretionary asset management: it does not manage client assets, place trades, or take custody of client funds, and investment implementation is handled by clients or by recommended third‑party advisers. Financial plans are documented in writing and reviewed periodically for ongoing clients, and the firm applies fundamental analysis and portfolio‑construction concepts when developing recommendations.
Noteworthy distinctions include formal affiliations with a broker‑dealer and with other investment advisers—many supervised persons are registered to sell securities and insurance—which the brochure discloses as a source of potential conflicts of interest and alternative implementation pathways. The firm also provides paraplanning services to other advisers under written service agreements and receives solicitor/referral compensation for introductions to third‑party RIAs, and it does not rely on percentage‑of‑AUM billing or participate in wrap programs.
Client services
Financial planning
Selection of other advisers
Expertise
General retirement planning
Income planning
Business exit / sale strategy
Cash flow / budgeting
Fee options
Paraplanning services for other advisers are charged a flat monthly fee of $2,500.
Certain associates are registered representatives earning commissions on securities and insurance products; commission conflicts disclosed.
Ongoing financial planning fees charged monthly, ranging from $150 to $1,000 per month.
Minimum fee: Fixed Financial Planning Fee: $2,500-$75,000 Fee-only: Financial planning and consulting fees are fixed fees, ranging from $2,500 to $75,000 for one-time projects and $150-$1,000 per month for ongoing planning.
Main office location
IronBridge Wealth Counsel, LLC
4425 Mopac South Building Ii, Ste 204
Austin TX 78735, United States
Number of offices
2
Most active in
IronBridge Wealth Counsel, LLC has reported serving >5 clients in these states in the last 12 months.
North Carolina · Pennsylvania · Texas
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:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
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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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