# Walter Jessee

> Walter Jessee is a fee-only financial advisor at Impact Financial in Richmond, Virginia, who holds the CFP and CPA credentials. Walter charges a percentage of assets, an ongoing planning fee and a one-time planning fee (ongoing planning from $5,000 a year and one-time plans from $6,000) and focuses on tax planning and small business owners.

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

## Facts

- **Firm:** Impact Financial
- **Based in:** Richmond, Virginia
- **Fee model:** Percentage of assets; Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** ongoing planning from $5,000 a year; one-time plans from $6,000; 1% a year on the first tier of assets managed
- **Assets under management (firm):** $29.4M across 118 accounts
- **Credentials:** CFP, CPA
- **Specialties:** Tax planning, Small business owners
- **Works with:** Pre-retirees, Retirees, Early-career professionals
- **CRD:** 6647549 (https://adviserinfo.sec.gov/individual/summary/6647549)
- **SEC registration:** Investment adviser representative in TX, VA
- **Exams passed:** Series 66 (2016)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://impactfinancialva.com

## Frequently asked questions

### Is Walter Jessee a fee-only financial advisor?

Yes. Walter Jessee 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 Walter's firm.

### How does Walter charge for financial advice?

Walter charges a percentage of assets, an ongoing planning fee and a one-time planning fee.

### How much does Walter charge?

According to Impact Financial's website, checked October 28, 2026: ongoing planning from $5,000 a year; one-time plans from $6,000; 1% a year on the first tier of assets managed.

### Where is Walter Jessee based?

Walter Jessee is based in Richmond, Virginia.

### What does Walter specialize in?

Walter's specialties include tax planning and small business owners. Walter works with pre-retirees, retirees and early-career professionals.

### What credentials does Walter Jessee hold?

Walter Jessee holds the CFP and CPA credentials.

### Is Walter Jessee registered with the SEC?

Yes. Walter Jessee is registered as an investment adviser representative in TX and VA (CRD 6647549), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Impact Financial manage?

Impact Financial reports $29.4M across 118 accounts in assets under management.

### How do I contact Walter Jessee?

Through Walter's website, impactfinancialva.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/49100): 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://www.impactfinancialva.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.