Impactful Wealth Solutions
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$442,778
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
18
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
18
Average account size
$24,599
About
Impactful Wealth Solutions works with individuals, trusts, and smaller employer-sponsored retirement plans and also accepts corporate/business clients, offering investment management, retirement-plan and employee-benefit services, financial planning, tax planning and insurance products. The firm provides both portfolio management and standalone financial planning and tax-preparation services, and it explicitly offers subscription-based service tiers for individuals, solopreneurs and businesses as an alternative engagement model.
The firm describes a conviction-driven, long-term investment philosophy that uses fundamental, technical and asset-allocation analysis and typically manages accounts on a discretionary basis while permitting client-directed restrictions. Impactful Wealth Solutions also recommends and monitors third‑party managers when appropriate and uses the Altruist model marketplace and custodial platform to implement and report on client accounts.
What sets the firm apart from many solo independent advisors is the combination of subscription offerings alongside traditional asset-based advisory relationships, its in-house tax preparation and employee-benefit administration services, and its active insurance brokerage role (the brochure discloses the firm’s insurance licensing and receipt of commissions). The firm also discloses a solicitor relationship with a third‑party manager (Gradient Investments) and integrates third‑party model portfolios despite operating with modest assets under management.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
General retirement planning
Income planning
Tax strategies for small businesses
Retirement plans for business owners (SEP, solo 401k)
Debt management
Occupation focus
Founder/Business Owner
Self-Employed
Demographic focus
Mid-Career Professionals
Fee options
Jump Start Program fees: Individuals $2,000, Couples $3,000, Solopreneurs $4,000 (tax preparation not included).
$25,000 - $100,000: 2.00% $100,001 - $250,000: 1.85% $250,001 - $500,000: 1.65% $500,001 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.90% $5,000,001+: 0.85%
IWS representatives are licensed to sell insurance products and may receive commissions from insurance sales.
Financial planning services offered at rates such as $295/month for individuals, $500/month for couples, or starting at $3,000 yearly for individuals, $5,000 yearly for couples.
Subscription services starting at $295/month for individuals, $500/month for couples, $895/month for solopreneurs, with business services priced based on company size.
Account minimum: $25,000
Main office location
Impactful Wealth Solutions
Red Oak TX, United States
Number of offices
1
Most active in
Impactful Wealth Solutions has reported serving >5 clients in these states in the last 12 months.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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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