Walter Jessee
Impact Financial · Richmond, Virginia
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.
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Specialties
Who they serve
- Pre-retirees
- Retirees
- Early-career professionals
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 | $29.4M across 118 accounts |
| Credentials | CFP · CPA |
| SEC registration | Investment adviser representative in TX, VA · CRD 6647549 |
| Exams passed | Series 66 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | impactfinancialva.com |
| Profile |
How Walter's firm compares
- Ongoing planning starts at $5,000 a year, in line with the Virginia median of $4,992 for fee-only firms that publish prices.
- A one-time plan starts at $6,000, above the Virginia median of $1,500 for fee-only firms that publish prices.
- Impact Financial's average account is about $250,000, from its Form ADV (assets managed divided by 118 accounts).
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Questions about Walter
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.
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
- Impact Financial 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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