List
Fee-only advisors specializing in sustainable and impact investing
Sustainable and impact investing as a specialty goes beyond a values-screened fund: due diligence on impact metrics, mission-aligned construction, donor-advised-fund coordination, and aligning invested capital with a household's philanthropic commitments.
Fee-only onlySustainable & impact investing
By the numbers
The Wellspent public graph lists 735 fee-only financial advisors focused on sustainable & impact investing at 319 firms, most in Berkeley, Portland and San Francisco. 39% hold the CFP certification. Of the 734 with fees on file, 94% charge percentage of assets.
- Advisors listed
- 735
- Firms
- 319
- Cities
- 274
- Hold the CFP
- 39%
- Other credentials: CFA 12% · CPA 1% · EA 1%
- How they charge (of 734 with fees on file): percentage of assets 94% · hourly 46% · fixed fees 44% · ongoing planning fee 11%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
735 matching advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Stephanie Nehmens | North Berkeley Wealth Management | Berkeley | Not listed | Percentage of assets |
| Stephen duBarry | Stewardship Partners Investment Counsel | Olmstead | CFA | Percentage of assets |
| Steven Dray | Zevin Asset Management | Boston | CFP, CFA | Percentage of assets, Hourly |
| Sydney Peatrowsky | Virtue Wealth Counsel | Omaha | Not listed | Percentage of assets, Hourly |
| Taylor Bennett | Trinity Strategic Wealth | Tulsa | Not listed | Percentage of assets, Fixed fees |
| Tera Probst | Sound Legacy Wealth Advisors | Kirkland | Not listed | Percentage of assets |
| Theadora Westlake-Stearns | Values Added | Washington | CFP | Percentage of assets, Hourly |
| Thomas Franks | Emmanuel Capital Management | Pittsurgh | CFA | Percentage of assets, Hourly |
| Timothy Parker | Regency Wealth Management | Ramsey | CFA | Percentage of assets, Fixed fees |
| Tyler Scott | Wealth Architects | Mountain View | CFP, CFA | Percentage of assets, Hourly |
| Zachary Samples | LCP Institutional | Atlanta | CFP | Percentage of assets |
| Aaron Downs | TSN Wealth & Tax Management | Brownsburg | Not listed | Percentage of assets, Hourly |
| Alejandra Peña | Modernist Financial | Portland | Not listed | Percentage of assets, Hourly |
| Aliredha Walji | ShariaPortfolio | Lake Mary | Not listed | Percentage of assets |
| Allan Paull | ShariaPortfolio | Lake Mary | Not listed | Percentage of assets |
| Amy Mastromonaco | Flying Point Financial | North Andover | Not listed | Percentage of assets, Hourly |
| Benjamin Satterfield | Regatta Capital Group | El Segundo | Not listed | Percentage of assets, Hourly |
| Benjamin Wood | BDC Capital Management | Glen Allen | Not listed | Percentage of assets, Hourly |
| Bernard Tan | Modernist Financial | Portland | Not listed | Percentage of assets, Hourly |
| Brandon Trank | TradeWinds Wealth Management | Portland | Not listed | Percentage of assets |
| Brett Miller | Birchbrook | Bangor | CFA | Percentage of assets, Hourly |
| Charles Mussallem | Birchbrook | Bangor | CFA | Percentage of assets, Hourly |
| Charles Von Stackelberg | Radius Wealth Management | Boston | ChFC | Percentage of assets, Hourly |
| Christian D'Urso | TradeWinds Wealth Management | Portland | Not listed | Percentage of assets |
| Clinton Edgar | Better Pockets Financial | Fort Collins | Not listed | Percentage of assets, Ongoing planning fee |
| Colin Callahan | Callahan Wealth Advisory | Orlando | Not listed | Percentage of assets |
| David Peterson | TSN Wealth & Tax Management | Brownsburg | Not listed | Percentage of assets, Hourly |
| David Zallo 40 year old, family owned, values-based, wealth management firm providing comprehensive financial planning and / or investment management. | SFG Wealth Advisors | Tampa | Not listed | Percentage of assets |
| Derrick Smith | Privatus Wealth | Roseville | Not listed | Percentage of assets, Hourly |
| Ellen Himmel | Regatta Capital Group | El Segundo | Not listed | Percentage of assets, Hourly |
| Ephimia Coumanakos | Concord Financial Group | Allen | Not listed | Percentage of assets, Hourly |
| Erika Jenkins | Regatta Capital Group | El Segundo | Not listed | Percentage of assets, Hourly |
| Evan Teeple | TSN Wealth & Tax Management | Brownsburg | Not listed | Percentage of assets, Hourly |
| Grant Nabell | Regatta Capital Group | El Segundo | Not listed | Percentage of assets, Hourly |
| Habib Anwar | ShariaPortfolio | Lake Mary | Not listed | Percentage of assets |
| Ishaq Mohiuddin | ShariaPortfolio | Lake Mary | Not listed | Percentage of assets |
| James Rose | Concord Financial Group | Sheridan | Not listed | Percentage of assets, Hourly |
| James Spangler | TradeWinds Wealth Management | Portland | Not listed | Percentage of assets |
| James Suttles | Better Pockets Financial | Wylie | Not listed | Percentage of assets, Ongoing planning fee |
| Jason Berkholz | TSN Wealth & Tax Management | Brownsburg | Not listed | Percentage of assets, Hourly |
| Jeffrey Kopp | Cardea Capital Advisors | Jacksonville | Not listed | Percentage of assets, Fixed fees |
| John Choe | FinArc Investments | Norwood | Not listed | Percentage of assets |
| Joshua Miller | Regatta Capital Group | Studio City | Not listed | Percentage of assets, Hourly |
| Joshua Newell | Better Pockets Financial | Fort Collins | Not listed | Percentage of assets, Ongoing planning fee |
| Karla Lema | Concord Financial Group | Sheridan | Not listed | Percentage of assets, Hourly |
| Katie Martin Hewitt | Cascade Financial Strategies | Bend | Not listed | Percentage of assets, Hourly |
| Kendall Borchardt | Cardea Capital Advisors | Vero Beach | Not listed | Percentage of assets, Fixed fees |
| Kevin Kennedy | Flying Point Financial | North Andover | Not listed | Percentage of assets, Hourly |
| Kimberly Newsome | TSN Wealth & Tax Management | Brownsburg | Not listed | Percentage of assets, Hourly |
| Kristine Sawyer | Concord Financial Group | Allen | Not listed | Percentage of assets, Hourly |
About this list
Any fee-only advisor whose profile matches this list's filters appears here automatically, and the list updates as profiles change. Nobody pays to be included or to rank higher.
More in the methodology.