Kelly Mcgrath is a registered investment advisor at Ironoak Wealth, based in Cedar Park, TX, with 15 years of industry experience. Kelly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 332 clients with $160M 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 $500K | 2.00% |
| $500K - $1.0M | 1.65% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.65% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
1405 Arrow Point Drive, Suite 1004, Cedar Park, TX, 78613
Get directionsHistory
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 ActivitiesSells Insurance
Kelly is an insurance agent with Ironoak Partners since 2010, dedicating minimal time to this activity. She also works as a bookkeeper/accountant for Golf Apparel, LLC since 2021, also dedicating minimal time to this activity.
Employment History
Current Registrations
Ironoak Wealth
Previous Registrations
Ironclad Strategies LLC
Stonewater Wealth Management, INC.
Erben Associates, LLC
M Holdings Securities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.