Robin Dolezal is a CFP-designated registered investment advisor at Ironwood Financial, LLC, based in Tucson, AZ, with 22 years of industry experience. Robin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 624 clients with $660M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees are negotiable for amounts over $5,000,000.
Fee Estimator
Location
1926 E. Ft. Lowell Road, Suite 100, Tucson, AZ, 85719
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Robin has a 20% ownership stake in Ironwood Financial LLC DBA Ironwood Financial - Tucson. Robin also dedicates minimal time to Winterhaven Public Events, Winterhaven Water & Development, and the Ronald McDonald House as a board member.
Employment History
Current Registrations
Ironwood Financial, LLC
Previous Registrations
Next Financial Group, INC.
Marathon Advisors, INC
State Registrations2 states
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