Impact Financial, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$29,446,412
Clients
40
40% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
40
HighAverage account size
$736,160
About
Impact Financial, LLC provides fee-only wealth management, comprehensive financial planning, and tax preparation services to individual clients, including high-net-worth individuals. The firm is a small, independent advisory practice managing roughly $29.4 million for about 40 clients and offers both ongoing and one-time planning engagements.
The firm describes a portfolio construction approach grounded in asset allocation and Modern Portfolio Theory, blending passive and active strategies and managing accounts on a discretionary basis where authorized. Financial planning services are delivered in multiple formats — ongoing, a JumpStart one-time plan, and hourly engagements — with written plans, goal-setting, and periodic monitoring provided to clients.
Notably, the brochure highlights that the firm integrates tax return preparation and client education into its service mix and offers educational seminars or workshops and one-time fixed-fee planning products, features that are less common among solo independent advisers. The firm’s principal holds CFP® and CPA-related credentials, and the practice emphasizes tailored, documented financial plans and client education as part of its ongoing service model.
Client services
Financial planning
Portfolio management
Tax preparation
Expertise
Wealth management
Business ownership considerations
Fee options
Wealth Management initial fee up to $1,200; JumpStart One-Time Financial Plan $6,000 (individual) or $7,500 (couples); fees negotiable.
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.85% $1,000,001 - $2,000,000: 0.65% $2,000,001+: 0.35%
$300 per hour with a minimum two-hour requirement.
Recurring fixed fee for Wealth Management and Ongoing Financial Planning: $1,250 per quarter.
Minimum fee: Minimum annual fee of $5,000, which may be waived at discretion of the firm. Fee-only: Fee-only firm; no commissions or sales-related compensation.
Main office location
Impact Financial, LLC
Henrico VA, United States
Number of offices
1
Most active in
Impact Financial, LLC has reported serving >5 clients in these states in the last 12 months.
Texas · Virginia
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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