You built the production. What do you actually own?
IronOak Wealth is an independent registered investment advisor in Cedar Park, Texas. We are built for advisors who want to own what they build.
Confidential. No obligation. Nothing moves until you decide it moves.
This conversation stays between us.
- Your inquiry comes to Nicholas's office. Not a recruiter. Not a database. Not a job board.
- We don't contact your firm. We don't contact your clients. We don't share your name.
- Most advisors talk to us for months before anything happens. That's normal.
How many years of production? Zero years of equity.
You're building enterprise value every day. The question is whose.
At IronOak, advisors have a defined path to become owners in the firm, tied to your tenure and the growth of your book.
We'll walk you through how it is structured, and what it could look like for your practice, in conversation.
Your payout is not your economics.
A high payout where you pay for everything isn't a high payout.
What matters is what you keep after everything you'd otherwise pay for yourself. Here, it's included:
- E&O and compliance oversight
- Portfolio reporting and rebalancing
- CRM
- Financial planning software
- Income planning tools
- Schwab custody relationship
- Planning Specialist support
- Trading and operations
- Five managed model portfolios
- Marketing
- Office space
We'll build your net number together. For your book, not a generic one.
You want to run your business. Not a helpdesk.
Independence shouldn't mean building a back office at 9 p.m.
A dedicated Planning Specialist and operations support are in place the day you start. Client service, compliance, and onboarding are handled, not handed back to you.
You review. You present. You stay in front of clients.
Advice centered on your client. Not on product initiatives.
We are independent, and we act as a fiduciary on every advisory relationship. There is no home office deciding what your clients are allowed to hear.
Our core investment process is the same regardless of account size: five risk-tiered model portfolios, with accounts reviewed every quarter.
Hear it from us first.
Nicholas on why IronOak exists. Jeff on how we invest. You'll meet the rest of the team when we talk.
Questions advisors ask.
Answered by Nicholas Muñoz, Founder and CEO.
Is this confidential?
Yes. Your inquiry comes to my office. Not a recruiter. Not a job board. Nobody at your firm finds out because you talked to us. Nothing moves until you decide it moves.
What happens in the first conversation?
We talk about your practice. What you've built, what you own, and what you want it to become. No pitch deck. No obligation. If our structure doesn't fit, I'll tell you.
I'm not ready to make a move. Should I still reach out?
Yes. Most advisors talk to us for months before anything happens. That's normal. This is the biggest business decision of your career. It should take time.
Who is this for?
Producing advisors in the Austin and Cedar Park area who have built real production and want to own what it creates.
What does ownership actually mean here?
Equity in the firm. Not a promise to talk about it someday. The terms are already built. I'll walk you through them in conversation, with your situation in front of us.
What's included?
The infrastructure. Compliance oversight, reporting, planning software, CRM, custody relationship, paraplanning, trading and operations, model portfolios, marketing and office. You don't pay for it out of your production. You run the practice. We run the back office.
Why don't you list a payout?
Because your payout is not your economics. A grid only tells you what you're paid before you pay for everything else. What matters is what you keep. We build that number together, for your practice, not a generic one.
Start a private conversation.
Tell us a little about where you are. Nicholas reads every inquiry personally and replies within one business day.