# Joseph Belli

> Joseph Belli is a fee-only financial advisor at Impactadvisor in Sf, California. Impactadvisor reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/joseph-belli/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Impactadvisor
- **Based in:** Sf, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $85.8M across 195 accounts
- **CRD:** 7827474 (https://adviserinfo.sec.gov/individual/summary/7827474)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2022)
- **Firm size:** 3 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://sustainable401k.com

## Frequently asked questions

### Is Joseph Belli a fee-only financial advisor?

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

### How does Joseph charge for financial advice?

Joseph's firm, Impactadvisor, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Joseph Belli based?

Joseph Belli is based in Sf, California.

### Is Joseph Belli registered with the SEC?

Yes. Joseph Belli is registered as an investment adviser representative in CA (CRD 7827474), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Impactadvisor manage?

Impactadvisor reports $85.8M across 195 accounts in assets under management.

### How do I contact Joseph Belli?

Through Joseph's website, sustainable401k.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7827474): 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

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