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 |
|---|---|---|---|---|
| Stephen Hammond | Christian Values Investing | Statesboro | Not listed | Percentage of assets, Hourly |
| Thiago Glieger | RMG Advisors | Rockville | Not listed | Percentage of assets, Hourly |
| Thomas Hoffman | Netherby Advisors | Shelton | CFA | Percentage of assets, Fixed fees |
| Thomas Wynn | Wynn Capital Management | Santa Cruz | Not listed | Percentage of assets, Hourly |
| Torry Whitcher | Generation Capital Management | Pittsford | Not listed | Percentage of assets |
| Travis Stright | Figure 8 Investment Strategies | Boise | CFA | Percentage of assets, Fixed fees |
| Wai Fung Tang | Wealth Architects | Mountain View | CFA | Percentage of assets, Hourly |
| William Nolan | Greenbridge Investment Management | Lake Oswego | CFA | Percentage of assets, Hourly |
| Anthony House | i2i Analytics | Evanston | Not listed | Percentage of assets |
| Brent Lee | Dodds Wealth | Greenwood Village | Not listed | Percentage of assets, Hourly |
| Brian Baylis | Bell Investment Advisors | Orinda | Not listed | Percentage of assets, Hourly |
| Corinna Rose | Bell Investment Advisors | Orinda | Not listed | Percentage of assets, Hourly |
| Dane Rutstein | i2i Analytics | Evanston | Not listed | Percentage of assets |
| Dean Norsworthy | Dodds Wealth | Greenwood Village | Not listed | Percentage of assets, Hourly |
| Deanna Meyer | Dodds Wealth | Colorado Springs | Not listed | Percentage of assets, Hourly |
| Eldin Foco | Sterling Advisory Group | Southfield | Not listed | Percentage of assets, Hourly |
| Ethan Senn | Sage Stone Wealth Management | La Jolla | Not listed | Percentage of assets |
| Forrest Bell | Bell Investment Advisors | Orinda | Not listed | Percentage of assets, Hourly |
| Hakeem Webb | Ncfa | Douglasville | Not listed | Percentage of assets, Hourly |
| Heidi Crawford | Bell Investment Advisors | Orinda | Not listed | Percentage of assets, Hourly |
| James Heflin | Yes Wealth Management | Mahtomedi | Not listed | Percentage of assets |
| James Lee | Lee-Kelleher-Klein Wealth Management | Ellicott City | Not listed | Percentage of assets |
| Jay Polson | Polson Wealth Management | Des Moines | Not listed | Percentage of assets, Hourly |
| Jennifer Eastman | Birchbrook | Bangor | Not listed | Percentage of assets, Hourly |
| Jerene Meissert | Bell Investment Advisors | Orinda | Not listed | Percentage of assets, Hourly |
| Jessica Chominski | Aquinas Wealth Advisors | West Chester | Not listed | Percentage of assets |
| John Kirkgard | J. Dyhr Capital | Paso Robles | Not listed | Percentage of assets |
| Laurent Harrison | Bell Investment Advisors | Orinda | Not listed | Percentage of assets, Hourly |
| Lucie Estabrook | Birchbrook | Bangor | Not listed | Percentage of assets, Hourly |
| Manishkumar Jain | BluePrism Wealth Management | Richmond | Not listed | Percentage of assets, Fixed fees |
| Mark Sauer | AllOneWealth | Camarillo | Not listed | Percentage of assets |
| Mary Naber | Sage Stone Wealth Management | La Jolla | Not listed | Percentage of assets |
| Michael Heflin | Yes Wealth Management | Mahtomedi | Not listed | Percentage of assets |
| Natalie Ford | Dodds Wealth | Greenwood Village | Not listed | Percentage of assets, Hourly |
| Richard Mordesovich | Sonoma Private Wealth | Novato | Not listed | Percentage of assets, Hourly |
| Robert Schneeweis | Yes Wealth Management | Mahtomedi | Not listed | Percentage of assets |
| Roy Hsu | Evoke Financial Services | Seattle | Not listed | Percentage of assets, Hourly |
| Roy Lopez | Sage Stone Wealth Management | La Jolla | Not listed | Percentage of assets |
| Sarah Leimenstoll | Bell Investment Advisors | Orinda | Not listed | Percentage of assets, Hourly |
| Seth Swenson | Orchid Wealth Management | Portland | Not listed | Percentage of assets |
| Shane Hiller | Sonoma Private Wealth | San Juan Capistrano | Not listed | Percentage of assets, Hourly |
| Tiffany Blaho | Bell Investment Advisors | Orinda | Not listed | Percentage of assets, Hourly |
| Victor Schramm | Chaim Investment Advisors | Eugene | Not listed | Percentage of assets, Hourly |
| William Kelleher | Lee-Kelleher-Klein Wealth Management | Ellicott City | Not listed | Percentage of assets |
| William Thomas | Ascension Wealth Advisors | Mt. Pleasant | Not listed | Percentage of assets, Hourly |
| Acie Clayborne | Values Added | Washington | Not listed | Percentage of assets, Hourly |
| Ahmed Mahmood | Wakil Wealth Advisory | Lawrenceville | Not listed | Percentage of assets, Fixed fees |
| Alan Vogt | JAG Capital Management | St. Louis | Not listed | Percentage of assets, Fixed fees |
| Alexis Marriott | Wealth Architects | Mountain View | Not listed | Percentage of assets, Hourly |
| Andrew Lessman | Sharper & Granite | Strongsville | Not listed | Percentage of assets |