Firm
Impact Advisors Group
Warrington, Pennsylvania
Fee-only
Impact Advisors Group at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 3 advisors are listed here; all hold the CFP.
- Its Form ADV reports 3 employees and 90 individual clients, 21 of them high net worth.
- Its average account is about $780,000 (assets it manages divided by its 98 accounts).
- Its ongoing planning fee starts at $6,000 a year, above the Pennsylvania median of $3,600.
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Warrington, Pennsylvania |
|---|---|
| Website | impactadvisorsgroup.com |
| [email protected] | |
| Phone | (833) 546-7228 |
Impact Advisors Group fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $6,000 a year |
|---|---|
| Asset-based fee | 1.15% a year on the first tier of assets |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"Monthly Recurring Fee: $500 - $4,000" source
"AUM $5,000 - $250,000: 1.15%" source
"Impact Advisors Group offers broad-based financial planning for a monthly fee." source
"Total fees (which are in addition to the fund expenses) are based on the household’s aggregate assets under management (“AUM”)" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $76 million |
| Individual clients | 69 |
| High-net-worth clients | 21 |
| Accounts managed | 98 |
| Employees | 3 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 17, 2026 |
| SEC record | CRD 310716 |