CRD: 325805
Impact Financial Life Planning LLC
$7.5M Total AUM
$7.5M Disc. AUM
-- 3Y CAGR
1 Employees
30 ADV. Clients
2 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- ElementOptima capital
- Established Date
- 08-14-2023
- Office Locations
- 1
Office Locations
-- Severna Park MD
About Impact Financial Life Planning LLC
Impact Financial Life Planning is a fee-only, flat-fee RIA providing “personal CFO” planning for individuals and couples. Services span cash-flow/debt, retirement, insurance and estate coordination, tax planning, employee benefits and college planning, plus goal- and risk-based investment management with a tax-conscious approach. CFP-led by founder John O’Callaghan, with no account minimums and workflows that support Altruist and Schwab.
Team overview
-- AVG AGE
$7.5M AVG AUM / ADVISOR
$248.4K AVG AUM / CLIENT
2.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Element Catalyst summit
Custodian
Foundation north Ridge value Bridge legacy North Prime Pioneer atlas Quantum pathway
Investment Themes
North Peak Wave frontier Catalyst ember
Investment Vehicles
Catalyst fusion
Services
Wave Alpha Bridge prime Pioneer element Radial vector Optima eagle Optima bridge Signal Oak value
Technology
Pioneer Catalyst
Owner & Executives
John Michael O'Callaghan
Financial Planner
- CRD
- #7723884
- Ownership
- 75% or more
(982) 913-7572
prime.vital@ridgecapital.com
in linkedin.com/in/alpha-legacy
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,451,925 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,451,925 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,451,925
Public Funds:
26.0% Equity - Exchange:
55.3% Cash:
18.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $864,885,569 | 26.0% |
| Equity - Exchange | $1,839,545,076 | 55.3% |
| Cash | $622,052,313 | 18.7% |
| Total | $3,326,482,958 | 100.0% |