Welcome to Flatiron Wealth Advisors, LLC

About Us

Flatiron Wealth Advisors, LLC is a Registered Investment Advisor firm registered in the State of Virginia. We are provide all services on a fee-only basis and never charge commissions for our services

About Me

My name is Steve Trojan. I am a CPA and financial planner and I started Flatiron Wealth Advisors, LLC in 2022 to offer fee-only financial planning for individuals and businesses. I currently also own Flatiron Advisors Tax & Accounting which I started in 2002.

This isn’t my first venture into financial planning and investment management. In 2005 I was securities licensed and worked through a broker/dealer until 2017. That was a time when the focus was on commissions and fund-based fees; charging flat fees was new to the industry and my broker/dealer was slow to adopt. I did not like the business model so I exited the financial planning business for a while.

In recent years as my client base has evolved, I saw the need for fee-only planning where commissions did not sway recommendations and I started my RIA, Flatiron Wealth Advisors, LLC.

I started my tax practice in 2002 where I help business owners and individuals with more complicated financial issues. I am a graduate of the University of Colorado Business School. I operate my practices virtually where my location is not important to the quality of services I provide. While most of my clients are located in Colorado, I moved to Virginia in 2021. I enjoy learning foreign languages, learning guitar, and gardening.

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What we do

We provide comprehensive individual and business financial planning services to a wide range of individuals and business industries. We combine short and long-term financial planning with integrated tax planning and investment management. We are fee-only which means we do not get paid on commissions and we act as a fiduciary with all of our clients.

What do you specialize in?

Our experience allows us to work with a large variety of individual and business clients. Having said that, we have a concentration of clients in the healthcare and veterinary fields, and individuals who are compensated by equity options such as Incentive Stock Options, RSUs, NQOs, and ESPPs.

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What are your fees?

Our fees are based on the complexity of the situation and whether investment services are included. Monthly fees start at $150 per month. Investment management fees are priced based on assets under management. For more information on fees, please see our pricing page.