ImpactAdvisor LLC

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Client assets under management

$69,345,181

Clients

59% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$1,284,170

About

ImpactAdvisor LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, business owners, and retirement plans. The firm delivers ongoing portfolio management, financial planning, 401(k)/pension consulting, and access to separately managed accounts, digital indexing and cash-management solutions, as well as private placement and real estate investment options.

The firm documents client goals and risk tolerances in an Investment Policy Statement and typically manages accounts on a discretionary basis using a mix of fundamental, quantitative and cyclical analysis alongside modern portfolio theory. Where suitable and with client approval, ImpactAdvisor may employ margin/borrowing, short sales and options strategies, use derivatives within separately managed accounts, and offer tax-aware long/short strategies and crypto ETFs as part of portfolio construction.

Distinctive features include a client-only, no-additional-fee periodic newsletter and ad hoc educational seminars focused on options investors and aligning portfolios with values such as sustainable or socially responsible investing. With a small advisory team managing about $85.8 million for roughly 54 clients, the firm also supports employer plans through 401(k) consulting (including 3(38)-fiduciary roles and defined benefit plan options) and offers multiple service tiers from digital indexing to customized separately managed accounts.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Valuation analysis

Expertise

ESG / Sustainable investing Tax-loss harvesting Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner Executive Self-Employed

Demographic focus

Values-based investing

Fee options

Percentage

$1,000,000+: 1.0% per year (0.25% per quarter) for Comprehensive Wealth Management (may be waived) Lower minimums available+: Lower fees for IMPACT Digital, IMPACT Indexing, IMPACT SMA, IMPACT CR (fees not specifically stated)

Project-based

Hourly financial planning fees between $250 and $500 per hour, negotiated; fees charged in arrears

Subscriptions

Newsletter included in other services at no additional charge

Other

Account minimum: $1,000,000 Minimum fee: Minimum fee for 401(k) pension consulting is $499/quarter, negotiable

Main office location

ImpactAdvisor LLC

2030 Union St, Ste 205

Sf CA 94123, United States

Number of offices

Most active in

California · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Real estate agent

They facilitate real estate transactions and may earn commissions.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

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.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook X Instagram Website 650-200-0028

Advisors at this firm

Jason E

CFA®, Series 63

Sf, CA

ImpactAdvisor LLC

Jason Escamilla is a CFA® charterholder with 10 years of industry experience. He is a principal at ImpactAdvisor LLC and has previously worked at Alhambra Capital Advisors and Coachmyvideo, Inc. Outside of his advisory role, Jason serves as CEO of Impact Labs Inc., a software company that provides services to ImpactAdvisor, and he is involved in managing Janis Escamilla Supported Living Services LLC, which supports his brother. ImpactAdvisor LLC is a boutique advisory firm with four advisors managing approximately $75 million for around 50 clients, including individuals, business owners, retirement plans, and nonprofits. The firm offers discretionary portfolio management and financial planning, employing fundamental, cyclical, and quantitative analysis, with a focus on values-aligned and sustainable investing alongside a broader range of alternative and tax-aware investment solutions.

ESG / Sustainable investing Tax-loss harvesting Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Self-Employed Values-based investing

Michele S

Series 63, Series 65

Sf, CA

ImpactAdvisor LLC

Michele Sine is a financial advisor with ImpactAdvisor LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She also maintains a California Real Estate Sales License and works as a real estate agent with Berkshire Hathaway HomeServices Drysdale Properties, where she advises clients on property transactions. Michele has worked in real estate since 2017 and has been with ImpactAdvisor since 2016. ImpactAdvisor LLC is a four-advisor team managing approximately $75 million for about 50 clients, including individuals, business owners, retirement plans, and nonprofits. The firm provides portfolio management and financial planning services, employing a range of investment strategies that include traditional assets and alternative solutions, with an emphasis on values-aligned and sustainable investing as well as comprehensive retirement plan consulting.

Joseph B

Series 65

Sf, CA

ImpactAdvisor LLC

Joseph Belli is a financial advisor at ImpactAdvisor LLC with a Series 65 credential and two years of industry experience. He has held roles at several firms, including Cushman & Wakefield and Jones Lang LaSalle, and currently serves as Director of Finance and Operations at Pranger Law PC. ImpactAdvisor LLC is a small team managing approximately $75 million for around 50 clients, including individuals, business owners, retirement plans, and nonprofit entities. The firm offers portfolio management and financial planning with an emphasis on values-aligned investing, alternative strategies, and comprehensive retirement plan consulting.

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