Firm
Impact Fiduciary
Pasadena, California
Fee-only
Impact Fiduciary at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 3 employees and 174 individual clients, 74 of them high net worth.
- Its average account is about $220,000 (assets it manages divided by its 705 accounts).
- Its website says it's taking new clients.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Pasadena, California |
|---|---|
| Website | impactfiduciary.com |
| [email protected] | |
| Phone | (323) 615-1427 |
Impact Fiduciary 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.
| Account minimum | $500,000 |
|---|
In the firm's words
"We work with individuals and families with $500k+ in investable assets." 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 · Fixed fees |
|---|---|
| Assets managed | $155 million |
| Individual clients | 100 |
| High-net-worth clients | 74 |
| Accounts managed | 705 |
| Employees | 3 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-134918) |
| Financial planning | Offered |
| Form ADV filed | July 28, 2026 |
| SEC record | CRD 288345 |