Back to Search Favorites List

IronFjord Wealth Management

IronFjord Wealth Management is a flat-fee fiduciary retirement planning firm for households age 55+ with $1M–$6M+ in investable assets. Led by a CFA, CFP®, and EA, IronFjord specializes in retirement income planning, tax planning, Roth conversions, Social Security, Medicare, and low-cost investment management. Our ongoing fee is typically $11,800 annually, billed monthly.
Visit Website
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit

Advisors at this Office

James Mayo, CFA, CFP®, EA, MBA
NAPFA-Registered Financial Advisor
Visit Website
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit

This Office

13701 W Jewell Ave, Suite 200-29 Lakewood, CO 80228 Phone: (303) 800-2840

Primary Office

13701 W Jewell Ave, Suite 200-29 Lakewood, CO 80228 Phone: (303) 800-2840
Visit Website