Dawn Page
Impact Capital · Rockville, Maryland
Dawn Page is a fee-only financial advisor at Impact Capital in Rockville, Maryland. Dawn charges a percentage of assets, an ongoing planning fee, hourly fees and a one-time planning fee.
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Facts
| Firm | Impact Capital |
|---|---|
| Based in | Rockville, Maryland |
| Fee model | Percentage of assets · Ongoing planning fee · Hourly · One-time planning fee |
| Accepting new clients | Yes |
| Assets under management | $253.4M across 650 accounts |
| SEC registration | Investment adviser representative in MD, TX, VA · CRD 3272365 |
| Exams passed | Series 63 (2002) · Series 65 (2014) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.impactcapital.com |
| Profile |
How Dawn's firm compares
- Impact Capital's average account is about $390,000, from its Form ADV (assets managed divided by 650 accounts).
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Questions about Dawn
Is Dawn Page a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Dawn holds no broker registration, and Impact Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Dawn charge for financial advice?
Dawn charges a percentage of assets, an ongoing planning fee, hourly fees and a one-time planning fee.
Where is Dawn Page based?
Dawn Page is based in Rockville, Maryland.
Is Dawn Page registered with the SEC?
Yes. Dawn Page is registered as an investment adviser representative in MD, TX and VA (CRD 3272365), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Impact Capital manage?
Impact Capital reports $253.4M across 650 accounts in assets under management.
How do I contact Dawn Page?
Through Dawn's website, www.impactcapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Rockville
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Impact Capital website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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