Specialty
Sustainable & impact investing
Sustainable, ESG, and impact investing as a fee-only specialty means more than offering a values-screened fund. It covers due diligence on impact metrics, mission-aligned portfolio construction, divestment versus engagement decisions, donor-advised-fund and foundation coordination, and aligning the household's invested capital with its philanthropic and personal commitments.
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
Advisors with depth in sustainable & impact investing
| 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 |