# Chris Steward, CFA®, CFP®, RICP®, M.A. (Cantab)

> Chris Steward, CFA®, CFP®, RICP®, M.A. (Cantab) is a fee-only financial advisor at Impact Advisors Group LLC in Duxbury, Massachusetts, who holds the CFP and CFA credentials. Chris Steward, CFA®, CFP®, RICP®, M.A. charges a percentage of assets and an ongoing planning fee (ongoing planning from $6,000 a year and 1.15% a year on the first tier of assets managed) and focuses on small business owners.

Page: https://find.wellspent.co/advisors/chris-steward-cfa-cfp-ricp-ma-cantab/
Built from public directory listings; last checked October 28, 2026.

## Facts

- **Firm:** Impact Advisors Group LLC
- **Based in:** Duxbury, Massachusetts
- **Fee model:** Percentage of assets; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $6,000 a year; 1.15% a year on the first tier of assets managed
- **Assets under management (firm):** $76.4M across 98 accounts
- **Credentials:** CFP, CFA
- **Specialties:** Small business owners
- **Firm size:** 3 employees
- **Website:** http://impactadvisorsgroup.com

## Frequently asked questions

### Is Chris Steward, CFA®, CFP®, RICP®, M.A. (Cantab) a fee-only financial advisor?

Yes. Chris Steward, CFA®, CFP®, RICP®, M.A. (Cantab) is listed in the XY Planning Network directory (XYPN members are fee-only).

### How does Chris Steward, CFA®, CFP®, RICP®, M.A. charge for financial advice?

Chris Steward, CFA®, CFP®, RICP®, M.A. charges a percentage of assets and an ongoing planning fee.

### How much does Chris Steward, CFA®, CFP®, RICP®, M.A. charge?

According to Impact Advisors Group LLC's website, checked October 28, 2026: ongoing planning from $6,000 a year; 1.15% a year on the first tier of assets managed.

### Where is Chris Steward, CFA®, CFP®, RICP®, M.A. (Cantab) based?

Chris Steward, CFA®, CFP®, RICP®, M.A. (Cantab) is based in Duxbury, Massachusetts.

### What does Chris Steward, CFA®, CFP®, RICP®, M.A. specialize in?

Chris Steward, CFA®, CFP®, RICP®, M.A.'s specialties include small business owners.

### What credentials does Chris Steward, CFA®, CFP®, RICP®, M.A. (Cantab) hold?

Chris Steward, CFA®, CFP®, RICP®, M.A. (Cantab) holds the CFP and CFA credentials.

### How much does Impact Advisors Group LLC manage?

Impact Advisors Group LLC reports $76.4M across 98 accounts in assets under management.

### How do I contact Chris Steward, CFA®, CFP®, RICP®, M.A. (Cantab)?

Through Chris Steward, CFA®, CFP®, RICP®, M.A.'s website, impactadvisorsgroup.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/chris-steward-10343): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://impactadvisorsgroup.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.