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Your retirement planning specialist

Retirement planning for one flat fee

One fiduciary advisor coordinating your retirement plan, income, investments, and taxes, so you can enjoy retirement with confidence.

See if we're a fit Services & fees
  • CFA
  • CFP®
  • EA
  • RICP®

James Mayo has been quoted in

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The IronFjord difference

Retirement-focused. Comprehensive. Flat fee.

Three things that set IronFjord apart, and why clients choose to work with us.

Retirement-focused

Built for the years before and through retirement

We specialize in pre-retirees and retirees. The decisions that matter most at this stage are the core of our work, not add-ons.

  • Turning savings into a reliable paycheck
  • Social Security and Medicare decisions
  • Roth conversions, RMDs, and IRMAA

Comprehensive

Your whole financial life, coordinated in one plan

Instead of piecing together separate professionals, you get one advisor handling all four areas in-house, so every decision works with the others.

  • Retirement planningCFP®
  • Retirement incomeRICP®
  • Investment managementCFA
  • Tax planningEA
See what's included

Flat fee

One transparent fee, not a percentage of your assets

Your fee reflects the work and expertise involved, not the size of your portfolio, and you'll know it before we begin.

  • Fee-only fiduciary
  • No commissions or product sales
  • Pricing published openly
See our fees

Services & fees

See what's included, and how our flat fee works

Explore how we approach each part of your retirement, plus our transparent, published pricing.

Retirement planning Retirement income Investments Tax planning
Explore services & fees
James Mayo, CFA, CFP®, EA, RICP®

A retirement specialist

Built for people approaching or in retirement

James Mayo works with a limited number of individuals and couples, typically age 55 and older, who want one trusted advisor to handle the details.

  • Retired, or planning to retire in the next few years
  • Savings spread across 401(k)s, IRAs, and other accounts
  • Ready to hand off the day-to-day management

Fee-only fiduciary · Works with you directly · Clients nationwide

Meet James

Complimentary introductory call

Ready to feel confident about your retirement?

Let’s talk through your situation, your priorities, and how we work. No cost, no obligation, and no high-pressure follow-up.

  • Your situation and retirement plans
  • How we work and what’s included
  • Our fees, and any questions you have

Prefer email? info@ironfjord.com

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