# Kevin Cheeks

> Kevin Cheeks is a fee-only financial advisor at ImpactFI in San Francisco, California, who holds the CFP credential. ImpactFI reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/kevin-cheeks/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** ImpactFI
- **Based in:** San Francisco, California
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $28.9M across 79 accounts
- **Credentials:** CFP
- **Works with:** Tech employees
- **CRD:** 4850762 (https://adviserinfo.sec.gov/individual/summary/4850762)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 66 (2004)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://impact-fi.com

## Frequently asked questions

### Is Kevin Cheeks a fee-only financial advisor?

Yes. Kevin Cheeks is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Kevin's firm.

### How does Kevin charge for financial advice?

Kevin's firm, ImpactFI, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Kevin Cheeks based?

Kevin Cheeks is based in San Francisco, California.

### What credentials does Kevin Cheeks hold?

Kevin Cheeks holds the CFP credential.

### Is Kevin Cheeks registered with the SEC?

Yes. Kevin Cheeks is registered as an investment adviser representative in CA (CRD 4850762), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does ImpactFI manage?

ImpactFI reports $28.9M across 79 accounts in assets under management.

### How do I contact Kevin Cheeks?

Through Kevin's website, impact-fi.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/47956): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://impact-fi.com/): specialties, clients served, and fees, checked October 28, 2026

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