Advisor at Impact Partnership Wealth, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Impact Partnership Wealth, LLC
Location
Marietta, GA 30066
Credentials
Series 65
Industry experience
2 years
Fixed fees up to $1,200 for financial planning and consulting
Up to 1.65% annually, negotiable
Varies by client and IAR, disclosed in agreement
Sheridan Wealth Management
2023 - Present (3 years)
Impact Partnership Wealth, LLC
2023 - Present (3 years)
Royal Alliance Associates, Inc.
2018 - 2020 (2 years)
SII - John Hancock
2018 - 2020 (2 years)
Sheridan & Associates
2018 - Present (8 years)
The Sheridan Group
2015 - Present (11 years)
Turning 65 Solutions LLC
2014 - 2021 (7 years)
Walton County EMS
2014 - 2017 (3 years)
National EMS
2013 - 2016 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, CFA®
Scottdale, GA
Deasil Wealth Management LLC
My name is Randall Avery, CFP®, CFA. Allow me to be your guide to financial freedom! With over 15 years of experience helping people with money, I understand the unique needs of pre-retirees, self-employed individuals, and small business owners like you. I specialize in helping clients: • Plan for retirement that perfectly fits their lifestyle • Strategically invest to minimize your tax burdens to provide more retirement income • Elevate your personal wealth while maintaining the growth of your business • Ensure a smooth transition as you move to the next phase of your life I believe in empowering clients through education and personalized guidance. Imagine being equipped with the knowledge and tools needed to make decisions to reach your financial dreams. You're not just getting a financial expert; you're getting a compassionate partner who genuinely cares about your success. Ready to take control of your financial future? Let Randall Avery, CFP®, CFA, be your trusted companion on the path to prosperity. Read Randall's blog here: https://deasilwm.com/blog/
Series 66
Covington, GA
Edward Jones
Series 66
Monroe, GA
Edward Jones
Series 66
Loganville, GA
Edward Jones
CFP®, ChFC®, Series 63, Series 66
Stockbridge, GA
Edward Jones
Series 66
Conyers, GA
Edward Jones
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