# Jeffrey Arnold

> Jeffrey Arnold is a fee-only financial advisor at IMPACTfolio in Denver, Colorado, who holds the CFP credential. Jeffrey charges a flat fee or retainer and an ongoing planning fee (ongoing planning from $7,500 a year and typically works with clients with $750,000 or more) and focuses on sustainable & impact investing, flat-fee planning and retirement planning.

Page: https://find.wellspent.co/advisors/jeffrey-arnold/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** IMPACTfolio
- **Based in:** Denver, Colorado
- **Fee model:** Flat fee or retainer; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $7,500 a year; typically works with clients with $750,000 or more
- **Works virtually:** Yes (firm's website)
- **Assets under management (firm):** $288.9M across 574 accounts
- **Credentials:** CFP
- **Specialties:** Sustainable & impact investing, Flat-fee planning, Retirement planning, Estate & legacy planning, Tax planning
- **CRD:** 3034274 (https://adviserinfo.sec.gov/individual/summary/3034274)
- **SEC registration:** Investment adviser representative in CA, CO
- **Exams passed:** Series 63 (2004), Series 65 (2005)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://impactfolio.co/

## Frequently asked questions

### Is Jeffrey Arnold a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and IMPACTfolio reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jeffrey charge for financial advice?

Jeffrey charges a flat fee or retainer and an ongoing planning fee.

### How much does Jeffrey charge?

According to IMPACTfolio's website, checked October 30, 2026: ongoing planning from $7,500 a year; typically works with clients with $750,000 or more.

### Does Jeffrey work with clients virtually?

Yes. IMPACTfolio says on its website that it works with clients remotely.

### Where is Jeffrey Arnold based?

Jeffrey Arnold is based in Denver, Colorado.

### What does Jeffrey specialize in?

Jeffrey's specialties include sustainable & impact investing, flat-fee planning, retirement planning, estate & legacy planning and tax planning.

### What credentials does Jeffrey Arnold hold?

Jeffrey Arnold holds the CFP credential.

### Is Jeffrey Arnold registered with the SEC?

Yes. Jeffrey Arnold is registered as an investment adviser representative in CA and CO (CRD 3034274), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does IMPACTfolio manage?

IMPACTfolio reports $288.9M across 574 accounts in assets under management.

### How do I contact Jeffrey Arnold?

Through Jeffrey's website, impactfolio.co.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3034274): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://impactfolio.co/): specialties, clients served, and fees, checked October 30, 2026

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