# Patrick Dinan

> Patrick Dinan is a fee-only financial advisor at Impact Fiduciary in Pasadena, California, who holds the CFP and Chartered SRI Counselor credentials. Patrick focuses on equity compensation, retirement planning and tax planning. Impact Fiduciary reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Impact Fiduciary
- **Based in:** Pasadena, California
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Fees (firm's website):** a $500,000 asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $155M across 705 accounts
- **Credentials:** CFP, Chartered SRI Counselor
- **Specialties:** Equity compensation, Retirement planning, Tax planning, Estate & legacy planning, Sustainable & impact investing
- **CRD:** 4974335 (https://adviserinfo.sec.gov/individual/summary/4974335)
- **SEC registration:** Investment adviser representative in CA, LA, NY, TX
- **Exams passed:** Series 66 (2005)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://impactfiduciary.com

## Frequently asked questions

### Is Patrick Dinan a fee-only financial advisor?

Yes. Patrick Dinan is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Patrick's firm.

### How does Patrick charge for financial advice?

Patrick's firm, Impact Fiduciary, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### How much does Patrick charge?

According to Impact Fiduciary's website, checked October 28, 2026: a $500,000 asset minimum.

### Where is Patrick Dinan based?

Patrick Dinan is based in Pasadena, California.

### What does Patrick specialize in?

Patrick's specialties include equity compensation, retirement planning, tax planning, estate & legacy planning and sustainable & impact investing.

### What credentials does Patrick Dinan hold?

Patrick Dinan holds the CFP and Chartered SRI Counselor credentials.

### Is Patrick Dinan registered with the SEC?

Yes. Patrick Dinan is registered as an investment adviser representative in CA, LA, NY and TX (CRD 4974335), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Impact Fiduciary manage?

Impact Fiduciary reports $155M across 705 accounts in assets under management.

### How do I contact Patrick Dinan?

Through Patrick's website, impactfiduciary.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/39356): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.impactfiduciary.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.