$29.4M Total AUM
$29.4M Disc. AUM
-- 3Y CAGR
1 Employees
58 ADV. Clients
3 yrs Firm Age
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- Custodian
- Altruist ยท SEI
- Clients
- Retail
- Platforms
- Timber eagleVital
- Established Date
- 09-19-2022
- Office Locations
- 1
Office Locations
-- Henrico VA
About Impact Financial, LLC
Impact Financial, LLC is a Richmond-area, fee-only fiduciary RIA led by a CPA/CFP professional. The firm provides integrated financial and retirement planning, portfolio management, and tax preparation/planning for individuals and families navigating increasing complexity (career and life transitions). Investment approach emphasizes diversified, goal-aligned portfolios. Affiliated with XY Planning Network and NAPFA.
Team overview
-- AVG AGE
$29.4M AVG AUM / ADVISOR
$507.7K AVG AUM / CLIENT
3.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Signal pioneer Pathway oak
Client Personas
Zenith
Custodian
Fusion Timber Momentum fusion Insight Capital pathway Prime wave Legacy Vertex
Fund Managers
Signal
Investment Themes
Signal Vector
Investment Vehicles
Capital
Platform
Insight ridge
Services
Pathway Foundation Horizon Delta Horizon delta Alpha vertex
Technology
Wave Crest unison
Owner & Executives
Walter Taylor Jessee
Chief Compliance Officer, Financial Planner, Owner
- CRD
- #6647549
- Ownership
- 75% or more
(497) 917-6977
delta.timber@embercapital.com
in linkedin.com/in/crest-fusion
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $29,446,412 | -- |
| Non-Discretionary | $0 | -- |
| Total | $29,446,412 | -- |
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Separately Managed Accounts
Total SMA Asset: $29,446,412
Public Funds:
43.6% Equity - Exchange:
37.6% Cash:
18.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $946,091,134 | 43.6% |
| Equity - Exchange | $815,895,106 | 37.6% |
| Cash | $407,947,553 | 18.8% |
| Total | $2,169,933,793 | 100.0% |