Firm
Impact Wealth Management
Sioux Falls, South Dakota
Fee-only
Impact Wealth Management at a glance
- One of 17 fee-only firms based in South Dakota in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 3 employees and 124 individual clients, 34 of them high net worth.
- Its average account is about $229,000 (assets it manages divided by its 453 accounts).
Facts
| Based in | Sioux Falls, South Dakota |
|---|---|
| Website | letsimpactwealth.com |
| Phone | (605) 333-0123 |
Impact Wealth Management fees
Impact Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: flat fee. Ask for its Form ADV Part 2A, which must describe its fees.
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 | Hourly · Fixed fees |
|---|---|
| Assets managed | $104 million |
| Individual clients | 90 |
| High-net-worth clients | 34 |
| Accounts managed | 453 |
| Employees | 3 |
| Planning clients | 101-250 |
| Financial planning | Offered |
| Form ADV filed | July 6, 2026 |
| SEC record | CRD 324168 |