Firm
Shift to impact
Durham, North Carolina
Fee-only
Facts
| Based in | Durham, North Carolina |
|---|---|
| Website | shifttoimpact.com |
| Phone | (650) 269-2647 |
Shift to impact fees
Shift to impact doesn't publish its prices on its website, or we couldn't confirm them word for word. 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 |
|---|---|
| Individual clients | 2 |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 312244 |