IronFjord Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,612,626
Clients
5
20% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
5
Very LowAverage account size
$322,525
About
The firm provides investment management, financial planning, and retirement planning services to individuals and to employer plan sponsors. It operates as a fee-only independent advisory practice and offers both ongoing and project-based planning engagements as well as discretionary portfolio management.
The firm’s investment work is centered on diversified asset allocation and a largely passive approach using mutual funds and ETFs, with portfolios and plans tailored to clients’ risk tolerances and financial objectives. It also provides retirement plan consulting and, in some arrangements, acts as an ERISA investment manager for employer plans while coordinating with outside professionals as needed.
What is distinctive about the firm is its affiliation with an associated tax and accounting practice, which the firm discloses may be recommended to clients (with no referral fee arrangement) and reflects internal tax and business-planning capabilities not common among solo advisers. The firm also offers educational seminars and workshops and provides pension/retirement plan consulting and management services—services that are statistically uncommon for independent solo practitioners of this size.
Client services
Financial planning
Portfolio management
Pension consulting
Educational seminars or workshops
Expertise
Business ownership considerations
Tax strategies for small businesses
Retirement plans for business owners (SEP, solo 401k)
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Occupation focus
Founder/Business Owner
Fee options
Project-Based Financial Planning fees from $1,000 to $18,000 fixed fee.
$0 - $5,000,000: 0.50% $5,000,001 - $10,000,000: 0.30% $10,000,001+: 0.15%
Fee-only: Flat annual fees for ongoing financial planning and investment management: $8,000 to $40,000 annually (negotiable); Ongoing Foundational Financial Planning: $4,000 to $12,000 annually (negotiable); Project-Based Financial Planning fixed fees from $1,000 to $18,000; Educational seminars fees from $0 to $4,000 per seminar.
Main office location
IronFjord Wealth Management
13701 W Jewell Ave, Suite 200 29
Lakewood CO 80228, United States
Number of offices
1
Most active in
IronFjord Wealth Management has reported serving >5 clients in these states in the last 12 months.
Colorado
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:
-
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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