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 |
|---|---|---|---|---|
| Andrew Murphy | Broadlake Financial Management | South Burlington | Not listed | Percentage of assets |
| Brennen Schmertmann | St. Therese Financial | Bettendorf | Not listed | Percentage of assets |
| Charlie Andrys | Chicory Wealth | Larimore | Not listed | Percentage of assets, Fixed fees |
| Chase Munoz | Rainier Capital Investment | Olympia | Not listed | Percentage of assets, Hourly |
| Christian Giadolor | Chicory Wealth | Westport | Not listed | Percentage of assets, Fixed fees |
| Christopher Casanega | Sharper & Granite | El Segundo | Not listed | Percentage of assets |
| Christopher Harris | Zevin Asset Management | Boston | Not listed | Percentage of assets, Hourly |
| Christopher Kondracki | Kondracki Advisory | Hingham | Not listed | Percentage of assets |
| Christopher Wilson | LCP Institutional | Atlanta | Not listed | Percentage of assets |
| Clayton Parrett | Miller Investment Management | West Conshohocken | Not listed | Percentage of assets, Fixed fees |
| Cody Hybiak | SEM Wealth Management | Tucson | Not listed | Percentage of assets |
| Daniel Catone | Arimathea Investing | Fort Bragg | Not listed | Percentage of assets, Hourly |
| Daniel Conley | JAG Capital Management | Costa Mesa | Not listed | Percentage of assets, Fixed fees |
| Daniel Rose | T. Rose & Associates | Sarasota | Not listed | Percentage of assets, Performance-based fees |
| Daren Bitter | Arimathea Investing | Charlotte | Not listed | Percentage of assets, Hourly |
| David Feinman | Silverlake Portfolio Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| David Kingston | JAG Capital Management | St. Louis | Not listed | Percentage of assets, Fixed fees |
| David Patritti | JAG Capital Management | St. Louis | Not listed | Percentage of assets, Fixed fees |
| David Schneider | Waycross Investment Management Company | Bellingham | Not listed | Percentage of assets, Hourly |
| David Sopchik | CJW Capital | Chicago | Not listed | Percentage of assets, Fixed fees |
| Dawn Wilson | Athens Impact Socially Responsible Investments | Athens | Not listed | Percentage of assets, Hourly |
| Diane McCracken | WESTHILL Financial Advisors | San Rafael | Not listed | Percentage of assets, Hourly |
| Edward Dudley | SEM Wealth Management | New Kent | Not listed | Percentage of assets |
| Emily Deer | Chicory Wealth | Little Rock | Not listed | Percentage of assets, Fixed fees |
| Eric Albertson | Viento Financial Group | Hood River | Not listed | Percentage of assets |
| Eric Benzel-Ward | Chicory Wealth | Westminster | Not listed | Percentage of assets, Fixed fees |
| Frank Brown | Arjuna Capital | Durham | Not listed | Percentage of assets, Performance-based fees |
| Frederic Perret | Horizons Sustainable Financial Services | Santa Fe | Not listed | Percentage of assets, Hourly |
| Frederick Busk | Netherby Advisors | Shelton | Not listed | Percentage of assets, Fixed fees |
| George Margvelashvili | JAG Capital Management | St. Louis | Not listed | Percentage of assets, Fixed fees |
| Gregory Grimes | SEM Wealth Management | Columbia | Not listed | Percentage of assets |
| Gregory Harris | Klaren Capital | Waynesboro | Not listed | Percentage of assets, Hourly |
| Gregory Walsh | Greenbridge Investment Management | Lake Oswego | Not listed | Percentage of assets, Hourly |
| Henry Miller | Miller Investment Management | West Conshohocken | Not listed | Percentage of assets, Fixed fees |
| Iris Nguyen | Wealth Architects | Mountain View | Not listed | Percentage of assets, Hourly |
| James Stover | SEM Wealth Management | Tucson | Not listed | Percentage of assets |
| Jane Li | Zevin Asset Management | Boston | Not listed | Percentage of assets, Hourly |
| Joseph Smithwick | Broadlake Financial Management | South Burlington | Not listed | Percentage of assets |
| Kelly McShane | Chicory Wealth | Naperville | Not listed | Percentage of assets, Fixed fees |
| Kristin Carlin | FERN Impact | Duluth | Not listed | Percentage of assets, Fixed fees |
| Kristin Hull | moneydoula | Piedmont | Not listed | Percentage of assets, Hourly |
| Lillian Swenson | Wealth Architects | Mountain View | Not listed | Percentage of assets, Hourly |
| Lino Marioni | Waycross Investment Management Company | Bellingham | Not listed | Percentage of assets, Hourly |
| Lisa Hodges | Shift to impact | Durham | Not listed | Hourly, Fixed fees |
| Luther Hodges | Waycross Investment Management Company | Bellingham | Not listed | Percentage of assets, Hourly |
| Marisa Shalz | Figure 8 Investment Strategies | Boise | Not listed | Percentage of assets, Fixed fees |
| Mark Johnsen | Wealth Architects | Mountain View | Not listed | Percentage of assets, Hourly |
| Mary Schulte | The Stewardship Center | St.Louis | Not listed | Percentage of assets, Hourly |
| Matthew Catone | Arimathea Investing | Fort Bragg | Not listed | Percentage of assets, Hourly |
| Matthew Walsh | JAG Capital Management | St. Louis | Not listed | Percentage of assets, Fixed fees |