Ironwood Wealth Management, LLC

Ironwood Wealth Management, LLC (CRD# 200511) is a financial advisory firm headquartered in Phoenix, AZ. They manage $179,300,000 in 432 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    179
    MILLION
  • Total Number of Accounts
    432
    ACCOUNTS
  • Average Account Value
    $415,046
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, IL, MA, MI, NE, NH, TX

Financial Advisors at Ironwood Wealth Management, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Cean N. Kenefick-Rogers
CRD#: 4751006
4650 E. Cotton Center Blvd., Suite 130, Phoenix, AZ 85040
96
Wealthminder
score

Cean Kenefick-Rogers (CRD# 4751006) is an Investment Advisor Representative working at Ironwood Wealth Management, LLC in Phoenix, AZ and has over 13 years of experience in the finance industry.

2
Alexander D. Marek
CRD#: 2890884
580 Fw Hartford Drive, Portsmouth, NH 03801
93
Wealthminder
score

Alexander Marek (CRD# 2890884) is an Investment Advisor Representative working at Ironwood Wealth Management, LLC in Portsmouth, NH and has over 20 years of experience in the finance industry.

3
Richard E. Wagner
CRD#: 6127326
4650 E. Cotton Center Blvd., Suite 130, Phoenix, AZ 85040
90
Wealthminder
score

Richard Wagner (CRD# 6127326) is an Investment Advisor Representative working at Ironwood Wealth Management, LLC in Phoenix, AZ and has over 4 years of experience in the finance industry.

4
Nish R. Menon
CRD#: 6259767
4650 E. Cotton Center Blvd., Suite 130, Phoenix, AZ 85040
89
Wealthminder
score

Nish Menon (CRD# 6259767) is an Investment Advisor Representative working at Ironwood Wealth Management, LLC in Phoenix, AZ and has over 4 years of experience in the finance industry.

5
Edward P. Parolisi
CRD#: 6456813
24 Concord Point, Rye, NH 03870
87
Wealthminder
score

Edward Parolisi (CRD# 6456813) is an Investment Advisor Representative working at Ironwood Wealth Management, LLC in Rye, NH and has 1 year of experience in the finance industry.

6
Rydan D. Case
CRD#: 4438280
4650 E. Cotton Center Blvd., Suite 130, Phoenix, AZ 85040
86
Wealthminder
score

Rydan Case (CRD# 4438280) is an Investment Advisor Representative working at Ironwood Wealth Management, LLC in Phoenix, AZ and has over 16 years of experience in the finance industry. Rydan Case has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.