IWR Advisors

IWR Advisors is a fee-only registered investment adviser that provides discretionary investment management and project-based financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm charges percentage-of-AUM advisory fees for ongoing portfolio management and generally sets a $500,000 minimum to open or maintain a managed account (waivable on a case‑by‑case basis).

The firm implements portfolios through an asset-allocation framework and uses a mix of passive and active funds, applying both fundamental analysis and technical methods (including cyclical and charting analysis) to select securities and funds. IWR operates with discretionary trading authority, commonly aggregates orders for block execution, and requires clients to custody assets on its institutional platform at Fidelity, from which it receives platform services and support.

Noteworthy among peers, one of the firm’s principals operates a separate subscription research business that provides institutional trading activity and trend analysis and accounts for a material portion of that principal’s time (about 35% monthly), a relationship the brochure discloses as a potential conflict of interest. The firm is newly established and small in scale—managing roughly $50 million for fewer than 50 clients—which the brochure indicates leads to more tailored planning for business owners and complex situations and coordination with outside attorneys and tax professionals.