This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · Charles Schwab & Company · Fidelity/NFS · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-15-2020
- Office Locations
- 2
Office Locations
About Impact Financial
Impact Financial is an independent, fee-only fiduciary RIA that uses modern technology to deliver a client portal/dashboard for ongoing monitoring and plan updates. The firm provides integrated tax and financial planning with investment analysis and access to custom investment solutions, including real estate, stock options, and business succession planning for individuals and business owners. Custody includes Altruist and Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
BRETT A. SPENCER
Advisor, Chief Compliance Officer, Owner
- CRD
- #6384953
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Elizabeth Michelle Heneman
--
- CRD
- #6961572
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,779,831 | -- |
| Non-Discretionary | $0 | -- |
| Total | $25,779,831 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
Continue browsing