Richelle Hofer
Impact Wealth Management · Sioux Falls, South Dakota
Richelle Hofer is a fee-only financial advisor at Impact Wealth Management in Sioux Falls, South Dakota. Richelle charges a flat fee or retainer and focuses on estate & legacy planning, retirement planning and flat-fee planning.
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Specialties
Facts
| Firm | Impact Wealth Management |
|---|---|
| Based in | Sioux Falls, South Dakota |
| Fee model | Flat fee or retainer |
| Assets under management | $103.9M across 453 accounts |
| SEC registration | Investment adviser representative in AZ, SD · CRD 4907297 |
| Exams passed | Series 66 (2007) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | letsimpactwealth.com |
| Profile |
How Richelle's firm compares
- Impact Wealth Management's average account is about $229,000, from its Form ADV (assets managed divided by 453 accounts).
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Questions about Richelle
Is Richelle Hofer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Richelle holds no broker registration, and Impact Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Richelle charge for financial advice?
Richelle charges a flat fee or retainer.
Where is Richelle Hofer based?
Richelle Hofer is based in Sioux Falls, South Dakota.
What does Richelle specialize in?
Richelle's specialties include estate & legacy planning, retirement planning and flat-fee planning.
Is Richelle Hofer registered with the SEC?
Yes. Richelle Hofer is registered as an investment adviser representative in AZ and SD (CRD 4907297), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Impact Wealth Management manage?
Impact Wealth Management reports $103.9M across 453 accounts in assets under management.
How do I contact Richelle Hofer?
Through Richelle's website, letsimpactwealth.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
- Impact Wealth Management 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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