Higher Impact Financial, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$4,700,000
Total clients
60
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
60
Average account size
$78,333
About
Higher Impact Financial is a state‑registered independent investment adviser that provides discretionary portfolio management and financial planning consulting to individual and high‑net‑worth clients. Like many independent firms, it delivers tailored investment management and ongoing account oversight and generally charges asset‑based fees for managed accounts.
The firm’s investment process is built around client objectives, time horizon and risk tolerance and may incorporate asset allocation, dollar‑cost averaging, technical analysis, and both short‑ and long‑term trading approaches. Clients may impose written restrictions on investments (including by email), and the firm emphasizes the tax consequences of strategies, advising clients to consult tax professionals.
Founded in 2024, the firm operates as a solo practice whose principal also discloses part‑time outside activities in tax preparation and as a virtual securities instructor. The brochure notes that the firm recommends established custodians (Altruist or Charles Schwab), provides a one‑time financial plan with additional planning available for a fee, and does not vote client proxies.
Client services
Financial planning
Portfolio management
Expertise
Annuities
Fee options
Fixed fees range from $750 to $12,000 per project
Hourly fees range from $100 - $400 per hour
Fee-only: Hourly fees range from $100 - $400 per hour; Fixed fees range from $750 to $12,000 per project
Main office location
Higher Impact Financial, LLC
Riverside CA, United States
Number of offices
1
Most active in
Higher Impact Financial, LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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