IRONWOOD FINANCIAL, LLC
SEC RegisteredClarity Today. Confidence Tomorrow. A Better Retirement Ahead.
About the firm
Ironwood Financial is a fiduciary, fee-based financial advisory firm located in Tucson, AZ, with 20+ years in the area. The firm is passionate about helping people prepare for retirement by providing comprehensive wealth management, financial planning, and investment services designed to align income, taxes, and life goals into one clear strategy.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive financial planning, retirement planning, investment advisory and portfolio management, Social Security optimization, tax planning, college education planning, estate planning and wealth transfer, and financial consulting for complex decisions such as business exits and inheritance.
Who they serve
Tucson families, retirees, and professionals with $250K–$1M+ invested who want more than just investment advice and seek a fiduciary to help align income, taxes, and life goals.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 481 | $219M |
| High Net Worth Individuals | 107 | $312M |
| Charitable Organizations | 17 | $27M |
1 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
8 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $5,000,000 | 1.00% |
| More than $5,000,000 | — |
Data as of March 4, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. IRONWOOD FINANCIAL, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched