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Frequently Asked Questions

FAQ

What separates us from other financial advisors?
Ironwood Wealth Advisors offers a distinct combination of expertise, knowledge and transparency. We build customized portfolios for each client along with a financial plan. Further, we are a fee-only financial advisor receiving no commissions nor compensation from any investment products or third party.
What is a Fee-Only Financial Advisor?
Fee-only financial service firms are registered investment advisors with a fiduciary responsibility to act in their clients' best interest. They do not accept any fees or compensation based on product sales. Fee-only advisors have fewer inherent conflicts of interest, and they generally provide more comprehensive advice. Fiduciaries, are held to the highest legal standard (duty of care) in financial services.
Where are my investments held?

Ironwood Wealth Advisors has selected Charles Schwab & Co., Inc. as primary custodian for our clients’ accounts. Charles Schwab & Co, Inc. (“Schwab”) has more than 30 years of experience serving independent advisors. Schwab was a pioneer in recognizing and serving the needs of independent, fee-based investment advisors and their clients.

By using Schwab as primary custodian, Ironwood Wealth Advisors has access to a wide range of products and services that help us serve our clients, including:

  • Full range of investment products and trading services
  • Technology and service support
  • Wide array of investment account types including retirement accounts, charitable giving, and education accounts
  • Full range of investment options such as stocks, mutual funds, bonds, exchange traded funds, CDs and other investments.
  • Separately managed account services for those who want to leverage the expertise of institutional-caliber money managers who specialize in particular investment styles.
  • Technology and service support so investors can access all their accounts online and view positions, balances and account histories in one place.

As a registered broker-dealer and a member of the Securities Investor Protection Corporation (SIPC), Schwab is subject to certain regulations intended to protect assets held in brokerage accounts maintained at Schwab.

How do I transfer assets to Ironwood Wealth Advisors from another advisor?

Call or email us:
480.473.3455
888.473.3457
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Disclaimers | ADV

Securities offered through Charles Schwab & Co., Inc. Member FINRA/SIPC.
These materials have been independently produced by Ironwood Wealth Advisors, LLC. Ironwood Wealth Advisors, LLC is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Ironwood Wealth Advisors, LLC provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.
To Check Firm or Individual Backgrounds please go to http://adviserinfo.sec.gov.
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