Julie Wyrick
Advisor at Impact Investors
Updated today
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.
About
Julie Wyrick is a financial advisor at Impact Investors with a Series 65 credential and one year of industry experience. Her prior roles include positions at Money Positive Cooperative, Transformative Wealth Management LLC, Druantia, Datascribe, and Starling Designz. Impact Investors serves individuals, families, and mission-driven organizations with wealth management, portfolio management, retirement-plan consulting, and private investment services. The firm combines exclusionary industry screens, fundamental analysis, and ESG materiality assessments to construct diversified portfolios, and it operates as a public benefit corporation offering specialized impact-focused services.
Client services
Based on Impact Investors
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Based on Impact Investors
ESG / Sustainable investing
Tax-loss harvesting
Private / alternative investments
Income planning
Fee options
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
Location
Phoenix, AZ
Most active in
Julie W has reported serving >5 clients in these states in the last 12 months.
Arizona
Work history
The Impact Investors
2025 - Present (1 year)
Money Positive Cooperative
2025 - 2025 (1 year)
Transformative Wealth Management LLC
2023 - 2024 (1 year)
Druantia
2022 - Present (4 years)
Datascribe
2020 - 2023 (3 years)
Starling Designz
2014 - 2020 (6 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
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.
-
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.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Scott C
CFP®, Series 63, Series 66
Scottsdale, AZ
Echelon Private Wealth LLC
Ryan B
Series 65
Phoenix, AZ
Betts LLC
David I
Series 66
Chandler, AZ
Vibrant Wealth
David M
CFP®, Series 63
Scottsdale, AZ
Musser Financial Planning, LLC
Nicholas G
Series 63, Series 65
Phoenix, AZ
FMT Investment Advisory
Joel K
Series 63, Series 65
Scottsdale, AZ
Karpinski Financial, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")