Impact Wealth Group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$12,941,792
Total clients
32
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
32
Average account size
$404,431
About
Impact Wealth Group provides ongoing portfolio management and financial planning to individual clients, and also facilitates management of employer-sponsored retirement plans through a third‑party manager. Services documented in the brochure include creating client-specific Investment Policy Statements, discretionary portfolio management, and advice on a range of instruments such as mutual funds, ETFs, fixed income, REITs and annuities.
The firm uses a mix of fundamental, technical, quantitative and charting analysis and pursues a long‑term trading orientation tied to each client’s goals, time horizon and documented risk tolerance. It states a fiduciary duty with respect to retirement accounts, conducts periodic portfolio reviews, and generally charges asset‑based advisory fees as its primary compensation for investment management.
What is noteworthy about the firm is its connection to the insurance industry: principals operate an affiliated insurance business and are licensed to sell insurance and annuity products, and the brochure discloses that those sales can generate outside compensation and potential conflicts of interest. The firm also notes a promoter/fee‑sharing arrangement with a third‑party manager for retirement benefit plans and requires use of a specified institutional custodian, arrangements that differentiate it from many peers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Wealth management
Retirement plans for business owners (SEP, solo 401k)
Annuities
Real estate investing
Cash flow / budgeting
Fee options
Financial planning fixed fees range between $1,500 and $20,000.
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.80% annually $2,000,001+: 0.70% annually
Main office location
Impact Wealth Group
9800 Hillwood Pkwy, Suite 140
Fort Worth TX 76177, United States
Number of offices
1
Most active in
Impact Wealth Group has reported serving >5 clients in these states in the last 12 months.
Louisiana · Texas
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 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.
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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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