Flatiron Wealth Advisors, LLC

Overview

Flatiron Wealth Advisors, LLC is a small independent registered investment adviser that focuses on planning and portfolio management for individual and family clients. The firm provides discretionary portfolio management alongside financial planning and educational programming, and it also takes on business and institutional accounts when appropriate. Its stated fee arrangements include percentage-of-AUM billing plus the option for hourly or fixed-fee engagements. Investment activity is concentrated in publicly traded equities. The firm reports a clear preference for equity exposure and manages client assets on a discretionary basis. Flatiron Wealth Advisors does not identify as an active ESG investor and does not position itself as a multi-state adviser or pension consultant. The firm lists an accounting professional affiliation, which suggests coordination with tax and accounting advisors is part of its client service model.

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Location & Offices