Firm
IMPACTfolio
Denver, Colorado
Fee-only
IMPACTfolio at a glance
- One of 336 fee-only firms based in Colorado in the Wellspent graph.
- 3 advisors are listed here; all hold the CFP.
- Its Form ADV reports 3 employees and 126 individual clients, 99 of them high net worth.
- Its average account is about $503,000 (assets it manages divided by its 574 accounts).
- Its ongoing planning fee starts at $7,500 a year, above the Colorado median of $6,000.
- It works with clients virtually as well as in person.
Fee-only advisors in Colorado · What fee-only advisors charge in Colorado
Facts
| Based in | Denver, Colorado |
|---|---|
| Website | impactfolio.co |
| [email protected] | |
| Phone | (844) 218-3800 |
IMPACTfolio fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $7,500 a year |
|---|---|
| How it charges | Flat fee · Ongoing planning fee |
In the firm's words
"our annual flat retainer fee is $7,500 per year" source
"believe in impact investing, and have more than $750,000 of investable assets" source
"our annual flat retainer fee is $7,500 per year" source
"our annual flat retainer fee is $7,500 per year" 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 | $289 million |
| Individual clients | 27 |
| High-net-worth clients | 99 |
| Accounts managed | 574 |
| Employees | 3 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-121482) |
| Financial planning | Offered |
| Form ADV filed | February 22, 2026 |
| SEC record | CRD 291716 |