Shift to Impact
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
3
33% 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
3
Very LowAverage account size
$0
About
Shift to Impact is a fee-only financial planning firm that serves individuals, families and couples seeking to align their money with social justice and environmental values. Its services focus on comprehensive and focused financial planning, couples money work (combining planning and money coaching), and educational workshops or speaking events on impact investing.
The firm provides investment advice that emphasizes passive, diversified strategies and values‑based options—mutual funds, ETFs, municipal and community loan funds, and individual securities screened for ESG or social impact—while relying on clients to open accounts and implement recommended trades. Shift to Impact does not manage client assets or exercise discretionary trading authority and bills for planning work via flat and hourly arrangements rather than a percentage‑of‑assets fee.
Noteworthy aspects include an explicit emphasis on Impact Investing and values alignment in planning, outreach through educational workshops and speaking engagements, and adviser training in financial psychology and behavioral finance that informs its couples work. The firm is fee‑only, does not accept commissions or custody of client assets, and its marketing includes client testimonials.
Client services
Financial planning
Educational seminars or workshops
Expertise
ESG / Sustainable investing
Charitable giving & philanthropy
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Demographic focus
Married/Couples/Partners
Values-based investing
Fee options
Financial Planning Program: upfront fee $4,000 (individual) or $5,000 (couples), negotiable; Focused Financial Planning Program fees negotiable
Hourly financial planning services at $300 per hour, fee negotiable
Minimum fee: Upfront fee of $4,000 for individuals or $5,000 for couples for Financial Planning Program, fees negotiable Fee-only: Fee-only financial planning services; no commissions or outside compensation
Main office location
Shift to Impact
Durham NC, United States
Number of offices
1
Most active in
Shift to Impact has reported serving >5 clients in these states in the last 12 months.
California · North Carolina · 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 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
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