# Julie McDaniel

> Julie McDaniel is a fee-only financial advisor at IMPACTfolio in Denver, Colorado, who holds the CFP credential. Julie 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/julie-mcdaniel/
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:** 4673079 (https://adviserinfo.sec.gov/individual/summary/4673079)
- **SEC registration:** Investment adviser representative in CA, CO
- **Exams passed:** Series 66 (2007)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://impactfolio.co/

## Frequently asked questions

### Is Julie McDaniel a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Julie 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 Julie charge for financial advice?

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

### How much does Julie 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 Julie work with clients virtually?

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

### Where is Julie McDaniel based?

Julie McDaniel is based in Denver, Colorado.

### What does Julie specialize in?

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

### What credentials does Julie McDaniel hold?

Julie McDaniel holds the CFP credential.

### Is Julie McDaniel registered with the SEC?

Yes. Julie McDaniel is registered as an investment adviser representative in CA and CO (CRD 4673079), 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 Julie McDaniel?

Through Julie's website, impactfolio.co.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4673079): 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.