Build something worth owning.
IronOak Wealth is a fee only Registered Investment Advisory firm based in Cedar Park, TX. We are rapidly growing, and we're looking for advisors who want to run their practice on better tools, earn more from day one, and own a piece of what they build.
Confidential. No obligation. Just a conversation.
At a glance
Production Payout
65% on day one, scaling to 70%+ based on the greater of your guaranteed draw or production payout.
To Equity Eligibility
Profits interest in IronOak Holdings, with ratchet only protection. Your equity never decreases once granted.
Tech Cost To You
Full technology stack provided, including WealthBox, Advyzon, RightCapital, Schwab, and the IronOak AI Engine.
The people you'd be building with
What you get here that you can't get anywhere else
65% Payout Day One, Scaling to 70%+
Most advisors walk away from 40 to 50% of what they produce. At IronOak, you start at 65%, the greater of your guaranteed draw or 65% of production, and scale up to 70%+ as you grow. No revenue sharing. No desk fees. No surprises.
Real Equity, Not a Promise
At 48 months, advisors earn profits interest in IronOak Holdings, calculated directly from their trailing 12 month production. The ratchet only moves up. Once granted, equity never decreases. At $10M+ firm revenue, a 3x valuation multiplier activates and your equity grows alongside the firm.
A Proprietary AI Engine
We built our own AI platform, rather than subscribing to someone else's tool. It writes your meeting prep, drafts client plan narratives, and learns your voice over time. New advisors access three years of IronOak institutional knowledge from day one.
Full Tech Stack. Zero Cost.
WealthBox CRM, Advyzon performance reporting and billing, RightCapital financial planning, Schwab custody, and the IronOak AI Engine are all provided at no cost to you. You focus on clients. We handle the infrastructure.
Paraplanner and Operations Support from Day One
You don't build plans alone. Dedicated paraplanner and operations support is in place when you start. You review and present. Client service, compliance, and onboarding are handled, not delegated back to you.
Institutional Investment Process
Five risk tiered portfolios built on a 4 sleeve model: Quality Growth, Real Assets & Inflation Hedge, Fixed Income, and Speculative AI (accredited investors only). Quarterly portfolio review with American Century. Every client gets the same institutional process, regardless of account size.
IronOak vs. most RIAs
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| Most RIAs | IronOak Wealth | |
|---|---|---|
| Payout | 50 to 60% average | 65% day one, scaling to 70%+ |
| Equity | None or vague promise | Profits interest at 48 months, calculated from your production |
| Succession plan | Unclear | Built in path via Partner Track and ROFR |
| Technology | Vendor subscriptions you manage | Proprietary AI engine + full stack provided |
| Admin support | Limited or self funded | Paraplanner + ops from day one |
| Investment process | DIY or model marketplace | 4 sleeve institutional model, quarterly review |
Ready to have a conversation?
This is confidential. We're looking for the right fit. Share a little about where you are and we'll be in touch within one business day.