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.
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.
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.