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Impact Financial Life Planning LLC

Updated today

Total assets under management

$5,318,371

Total clients

28

0% high-net worth

Total advisors

1

of 1 employees

Firm size

Independent

1 advisor

Average clients per advisor

28

Average account size

$189,942

Client services

Financial planning Portfolio management Educational seminars or workshops

Fee options

Fixed

Fixed fees for project-based financial planning range from $200 to $4,000. Jump Start Call fee is $300. Educational seminars fees range from $200 to $2,000.

Project-based

$200 per hour for hourly and project-based financial planning services.

Other

Fee-only: Ongoing Financial Planning & Investment Management Services charged as recurring fixed fees ranging from $400 to $533.33 per month or $1,200 to $1,600 per quarter. Fees are negotiable and may not exceed 3% of account value if debited from managed accounts. Hourly/project-based financial planning charged at $200 per hour or fixed fees ranging from $200 to $4,000. Jump Start Call charged at $300. Educational seminars range from $200 to $2,000 per seminar.

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

Impact Financial Life Planning LLC

Severna Park MD, United States

Number of offices

1

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