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- Custodian
- Altruist · Charles Schwab & Company · Fidelity/NFS · Truist Bank
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 05-15-2020
- Office Locations
- 3
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 33 clients, or 16.5 clients per representative. That equates to $781.2K in reported AUM per client.
The profile lists 3 reported office locations and 6 years in operation. The source data was last updated on August 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Impact Financial record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
BRETT A. SPENCER
Advisor, Chief Compliance Officer, Owner
- CRD
- #6384953
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Elizabeth Michelle Heneman
Planning Associate
- CRD
- #6961572
BRIAN MATTHEW SCHAEFFER
--
- CRD
- #5249766
Showing 2 of 3 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 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Impact Financial has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.