Chris Steward, CFA®, CFP®, RICP®, M.A. (Cantab)
Impact Advisors Group LLC · Duxbury, Massachusetts
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.
- $6,000
- Ongoing planning, per year, from
- $76M
- Firm assets managed
- $780,000
- Firm's average account
What Chris Steward, CFA®, CFP®, RICP®, M.A. focuses on
How does Chris Steward, CFA®, CFP®, RICP®, M.A.'s firm compare?
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Ongoing planning starts at $6,000 a year, above the Massachusetts median of $5,000 for fee-only firms that publish prices.
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Impact Advisors Group LLC's average account is about $780,000, from its Form ADV (assets managed divided by 98 accounts).
Questions about Chris Steward, CFA®, CFP®, RICP®, M.A.
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| 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 | $76.4M across 98 accounts |
| Credentials | CFP · CFA |
| Firm size | 3 employees |
| Website | impactadvisorsgroup.com |
| Profile |
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Other fee-only advisors in Duxbury
Other advisors in Massachusetts who focus on small business owners
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Impact Advisors Group LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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