Dawn Wilson
Athens Impact Socially Responsible Investments · Athens, Ohio
Dawn Wilson is a fee-only financial advisor at Athens Impact Socially Responsible Investments in Athens, Ohio. Dawn focuses on sustainable & impact investing. Athens Impact Socially Responsible Investments reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Athens Impact Socially Responsible Investments |
|---|---|
| Based in | Athens, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $28.5M across 223 accounts |
| SEC registration | Investment adviser representative in IA, OH · CRD 5104078 |
| Exams passed | Series 63 (2006) · Series 66 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.athensimpact.com |
| Profile |
How Dawn's firm compares
- Athens Impact Socially Responsible Investments's average account is about $128,000, from its Form ADV (assets managed divided by 223 accounts).
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Questions about Dawn
Is Dawn Wilson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Dawn holds no broker registration, and Athens Impact Socially Responsible Investments 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's firm, Athens Impact Socially Responsible Investments, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Dawn Wilson based?
Dawn Wilson is based in Athens, Ohio.
What does Dawn specialize in?
Dawn's specialties include sustainable & impact investing.
Is Dawn Wilson registered with the SEC?
Yes. Dawn Wilson is registered as an investment adviser representative in IA and OH (CRD 5104078), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Athens Impact Socially Responsible Investments manage?
Athens Impact Socially Responsible Investments reports $28.5M across 223 accounts in assets under management.
How do I contact Dawn Wilson?
Through Dawn's website, www.athensimpact.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Athens Impact Socially Responsible Investments 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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