Flatirons Wealth Management

Overview

Flatirons Wealth Management is an independently owned registered investment adviser organized as a limited liability company that serves individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fees are charged through multiple arrangements — asset-based fees, hourly billing, subscription fees, and fixed fees. The firm does not position itself as a capital allocator, is not marked as an active ESG investor, and is not flagged as a multi-state adviser in the provided data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices