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 |
|---|---|---|---|---|
| Daniel Harnish | Miller Investment Management | New York | CFA | Percentage of assets, Fixed fees |
| Dave Straley | 3rd Creek | Incline Village | Not listed | Percentage of assets, Hourly |
| David Hammond | Christian Values Investing | Statesboro | Not listed | Percentage of assets, Hourly |
| David Huber | Grant Street Asset Management | Canonsburg | Not listed | Percentage of assets, Fixed fees |
| David Kim | Vision Capital Investment Management | San Francisco | Not listed | Percentage of assets, Hourly |
| David Ream | Blue Water Wealth | Seattle | Not listed | Percentage of assets, Fixed fees |
| Elwyn Evans | Miller Investment Management | West Conshohocken | CFA | Percentage of assets, Fixed fees |
| Grayson Shaw | Christian Values Investing | Statesboro | Not listed | Percentage of assets, Hourly |
| Harris Kirschner | 3rd Creek | Incline Village | Not listed | Percentage of assets, Hourly |
| Henry Miller | Miller Investment Management | West Conshohocken | CFA | Percentage of assets, Fixed fees |
| Henry Netherland | Faithful Financial Services | Orange | Not listed | Hourly, Percentage of assets |
| Howard Leonard | Stewardship Partners Investment Counsel | Chester Springs | Not listed | Percentage of assets |
| Jada Fouch | Blue Water Wealth | Portland | Not listed | Percentage of assets, Fixed fees |
| Jadyn Kerns-Funk | Blue Water Wealth | Portland | Not listed | Percentage of assets, Fixed fees |
| Jake Cooper | High Probability Advisors | Albany | Not listed | Percentage of assets |
| James Hallett | Hallett Advisors | Port Angeles | Not listed | Percentage of assets, Hourly |
| James Rice | JQRCapital | West Hartford | CFA | Percentage of assets, Hourly |
| James Ridgeway | Leeward Financial Partners | Bellevue | Not listed | Percentage of assets, Hourly |
| Jason Wilson | Hallett Advisors | Port Angeles | Not listed | Percentage of assets, Hourly |
| Jeffrey Hybiak | SEM Wealth Management | Tucson | CFA | Percentage of assets |
| Jennifer Figurelli | Andrew Hill Investment Advisors | Naples | Not listed | Percentage of assets |
| Jethro Townsend | moneydoula | Berkeley | CFA | Percentage of assets, Hourly |
| John Benedict | J2 Capital Management | Troy | Not listed | Percentage of assets, Hourly |
| John Ferraro | Grant Street Asset Management | Canonsburg | Not listed | Percentage of assets, Fixed fees |
| John Mann | High Probability Advisors | Fort Meyers | Not listed | Percentage of assets |
| John Weinstein | Decision Investments | San Diego | Not listed | Percentage of assets |
| Jordan Ney | Blue Water Wealth | Denver | Not listed | Percentage of assets, Fixed fees |
| Justin Mazzon | Wealth Architects | Mountain View | CFA | Percentage of assets, Hourly |
| Karl Fries | Arjuna Capital | Manchester-By-The-Sea | CFA | Percentage of assets, Performance-based fees |
| Kimberly Evener | Forza Wealth Management | Sarasota | Not listed | Percentage of assets, Hourly |
| Kristen Jackson | Grant Street Asset Management | Canonsburg | Not listed | Percentage of assets, Fixed fees |
| Kristen Rajotte | Blue Water Wealth | Portland | Not listed | Percentage of assets, Fixed fees |
| Kristin Vano | Anson Analytics | Atlanta | Not listed | Percentage of assets, Hourly |
| Kristine Stawinski | Blue Water Wealth | Portland | Not listed | Percentage of assets, Fixed fees |
| Kyle Spiewak | Pacific Point | San Diego | Not listed | Percentage of assets, Hourly |
| Martin Link | Blue Water Wealth | Seattle | Not listed | Percentage of assets, Fixed fees |
| Matthew Hollands | Figure 8 Investment Strategies | Boise | CFA | Percentage of assets, Fixed fees |
| Matthew Malaney | Broadlake Financial Management | South Burlington | CFA | Percentage of assets |
| Matthew Ramer | MOR Wealth Management | Philadelphia | Not listed | Percentage of assets, Hourly |
| Merlin Arbor | Blue Water Wealth | Portland | Not listed | Percentage of assets, Fixed fees |
| Michael Evans | Grant Street Asset Management | Canonsburg | Not listed | Percentage of assets, Fixed fees |
| Michael Loch | Grant Street Asset Management | Canonsburg | Not listed | Percentage of assets, Fixed fees |
| Michael Malvin | Decision Investments | San Diego | Not listed | Percentage of assets |
| Nikki Hamblin | High Probability Advisors | Pittsford | Not listed | Percentage of assets |
| Patrick Evans | Grant Street Asset Management | Charlotte | Not listed | Percentage of assets, Fixed fees |
| Robert Guerra | Guerra Pan Advisors | Montclair | Not listed | Percentage of assets |
| Ryan Hulsebos | Regency Wealth Management | Ramsey | Not listed | Percentage of assets, Fixed fees |
| Scott Drown | Regency Wealth Management | Ramsey | Not listed | Percentage of assets, Fixed fees |
| Sean O'Brien | Andrew Hill Investment Advisors | Naples | Not listed | Percentage of assets |
| Stephen Carl | High Probability Advisors | Pittsford | Not listed | Percentage of assets |