Lisa Hodges
Shift to impact · Durham, North Carolina
Lisa Hodges is a fee-only financial advisor at Shift to impact in Durham, North Carolina. Lisa focuses on sustainable & impact investing. Shift to impact reports charging hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Early-career professionals
Facts
| Firm | Shift to impact |
|---|---|
| Based in | Durham, North Carolina |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Accepting new clients | Not currently |
| SEC registration | Investment adviser representative in CA, NC, TX · CRD 6916390 |
| Exams passed | Series 65 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.shifttoimpact.com |
| Profile |
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Questions about Lisa
Is Lisa Hodges a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lisa holds no broker registration, and Shift to impact reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lisa charge for financial advice?
Lisa's firm, Shift to impact, reports charging hourly fees and fixed fees on its SEC Form ADV.
Where is Lisa Hodges based?
Lisa Hodges is based in Durham, North Carolina.
What does Lisa specialize in?
Lisa's specialties include sustainable & impact investing. Lisa works with early-career professionals.
Is Lisa Hodges registered with the SEC?
Yes. Lisa Hodges is registered as an investment adviser representative in CA, NC and TX (CRD 6916390), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact Lisa Hodges?
Through Lisa's website, www.shifttoimpact.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Shift to impact website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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