Fee-only adviser · Northbrook, IL
Iron Financial LLC
Iron Financial LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Northbrook, Illinois. On its latest Form ADV, filed July 1, 2026, it reports $489M in regulatory assets under management, 232 individual clients and 9 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 106682 · SEC file 801-46417 |
| Office | 630 Dundee Road Suite 300 Northbrook, IL 60062 |
| Phone | (847) 715-3200 |
| Website | ironfinancial.com |
| Regulatory assets under management | $489M |
| Individual clients | 124 non-high-net-worth, 108 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 10 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | July 1, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Northbrook
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- Oak Wealth Advisors LLC $374M
- Trifecta Capital Advisors, LLC $927M
- Main Street Investment Advisors, LLC $250M
- Fisher Financial Group, LLC $41M
See all 17 fee-only advisers in Northbrook →
Nearby
- Glenview 3 firms
- Bannockburn 2 firms
- Deerfield 5 firms
- Glencoe 1 firm
- Highland Park 1 firm
- Northfield 7 firms
- Winnetka 8 firms
- Des Plaines 4 firms
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