Advisor at Impactful Wealth Solutions
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
Impactful Wealth Solutions
Location
Red Oak, TX
Credentials
Series 63, Series 66
Industry experience
20 years
Tiffany Tippins is the principal advisor at Impactful Wealth Solutions in Red Oak, TX, with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has prior experience with firms including HD Vest Insurance Agency and Evolution Health. Tippins is also the author of a financial planning book titled *Plan for IT: An Actionable Blueprint for Building Wealth & Achieving Your Dreams* and owns a boutique stationery business called Uniquely Gifted Chic Boutique. Impactful Wealth Solutions serves individuals, trusts, smaller employer-sponsored retirement plans, and corporate clients, offering investment management, financial planning, tax preparation, insurance products, and employee-benefit services. The firm employs a conviction-driven, long-term investment approach and provides both subscription-based service tiers and traditional advisory relationships, integrating third-party managers and model portfolios as part of its service offerings.
Based on Impactful Wealth Solutions
Based on Impactful Wealth Solutions
Jump Start Program fees: Individuals $2,000, Couples $3,000, Solopreneurs $4,000 (tax preparation not included).
$25,000 - $100,000: 2.00% $100,001 - $250,000: 1.85% $250,001 - $500,000: 1.65% $500,001 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.90% $5,000,001+: 0.85%
IWS representatives are licensed to sell insurance products and may receive commissions from insurance sales.
Financial planning services offered at rates such as $295/month for individuals, $500/month for couples, or starting at $3,000 yearly for individuals, $5,000 yearly for couples.
Subscription services starting at $295/month for individuals, $500/month for couples, $895/month for solopreneurs, with business services priced based on company size.
Account minimum: $25,000
Red Oak, TX
Texas
Intuit- Turbo Tax
2024 - 2024 (1 year)
Evolution Health
2017 - 2019 (2 years)
Impactful Wealth Solutions
2016 - Present (10 years)
HD Vest Insurance Agency
2015 - 2020 (5 years)
HD Vest Insurance Agency
2015 - 2020 (5 years)
HD Vest Advisory Services
2015 - 2020 (5 years)
Hd Vest Investment Services
2015 - 2020 (5 years)
Impactful Business Solutions, LLC
2013 - Present (13 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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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.
Series 66
Waxahachie, TX
One Wealth Planning LLC
CFP®, Series 63, Series 65
Midlothian, TX
Clearwater Wealth Management
Series 63, Series 65
Grapevine, TX
Sunsage Capital Management
Series 65
Midlothian, TX
Bolgiano Capital Management
CFP®, Series 65
Duncanville, TX
Ferguson Financial Planning
Series 65
Waxahachie, TX
Legacy Wealth Advisors, Inc.
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