Kevin Cheeks
ImpactFI · San Francisco, California
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.
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Who they serve
- Tech employees
Facts
| Firm | ImpactFI |
|---|---|
| Based in | San Francisco, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $28.9M across 79 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 4850762 |
| Exams passed | Series 66 (2004) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | impact-fi.com |
| Profile |
How Kevin's firm compares
- ImpactFI's average account is about $366,000, from its Form ADV (assets managed divided by 79 accounts).
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Questions about Kevin
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- ImpactFI website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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