Advisor at Impact Investors
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Firm
Impact Investors
Location
Eugene, OR
Credentials
CFP®, Series 63, Series 65
Industry experience
25 years
Catherine Woodman is a CFP® with 25 years of experience in the financial industry. She is the principal advisor at Holon Wealth Management and also serves as a principal advisor at Impact Investors, Inc. Her prior experience includes roles at Cambridge Investment Research Advisors and Protected Investors of America. Holon Wealth Management is a state-registered investment adviser that provides portfolio management for pooled and institutional mandates, project-based financial planning, and access to third-party managers. The firm’s approach emphasizes passive portfolio construction using index mutual funds and ETFs, incorporates ESG materiality assessments, and includes a structured process for recommending outside managers.
Based on Impact Investors
Based on Impact Investors
Project-Based Financial Planning fixed fees range $1,000-$100,000, negotiable
$0 - $500,000: 1.15% for Aggregate Household AUM, 0.80% for Managed Stocks (Individual Bonds 1.15% tier not applicable here) $500,000 - $1,500,000: 1.10% for Aggregate Household AUM, 0.70% for Managed Stocks $1,500,000 - $3,500,000: 1.00% for Aggregate Household AUM, 0.60% for Managed Stocks $3,500,000 - $8,500,000: 0.90% for Aggregate Household AUM, 0.50% for Managed Stocks $8,500,000 - $20,500,000: 0.80% for Aggregate Household AUM, 0.40% for Managed Stocks $20,500,000 - $45,000,000: 0.70% for Aggregate Household AUM, 0.30% for Managed Stocks $45,000,000+: Negotiable
$300 per hour for early termination of fixed fee financial planning
Ongoing Financial Planning monthly fees: $99 - $999 per month
Minimum fee: $750 per quarter minimum asset management fee Fee-only: Ongoing Financial Planning fees: initial $599-$2,999 plus $99-$999 monthly; Project-Based planning fees: $1,000-$100,000 fixed fee, negotiable; Bespoke Private Investment quarterly fee: 1.5%, minimum $3,750 per quarter; Group Retirement Plan fees: up to 0.75% asset-based or $500-$10,000 fixed fee
Eugene, OR
California · Oregon
Holon Wealth Management
2025 - Present (1 year)
Impact Investors, Inc.
2017 - Present (9 years)
Cambridge Investment Research Advisors
2016 - 2018 (2 years)
Cambridge Investment Research, Inc.
2016 - 2018 (2 years)
Protected Investors of America
2003 - 2016 (13 years)
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