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 |
|---|---|---|---|---|
| Max Kulyk | Chicory Wealth | Decatur | Not listed | Percentage of assets, Fixed fees |
| Meghan Hyland | WESTHILL Financial Advisors | San Rafael | Not listed | Percentage of assets, Hourly |
| Michael Ryan | Waycross Investment Management Company | Bellingham | Not listed | Percentage of assets, Hourly |
| Michael Walsh | JAG Capital Management | St. Louis | Not listed | Percentage of assets, Fixed fees |
| Michelle Jackson | Chicory Wealth | Decatur | Not listed | Percentage of assets, Fixed fees |
| Mitzie Stevens | StrongTower Wealth Management | Hot Springs | Not listed | Percentage of assets, Fixed fees |
| Natasha Lamb | Arjuna Capital | Manchester | Not listed | Percentage of assets, Performance-based fees |
| Norman Conley | JAG Capital Management | St. Louis | Not listed | Percentage of assets, Fixed fees |
| Oscar Varona | CJW Capital | Chicago | Not listed | Percentage of assets, Fixed fees |
| Prisma Avery | Horizons Sustainable Financial Services | Santa Fe | Not listed | Percentage of assets, Hourly |
| Rachel Lewis | Values Added | Mechanicsburg | Not listed | Percentage of assets, Hourly |
| Richard Gage | SEM Wealth Management | Tucson | Not listed | Percentage of assets |
| Robert Bamberger | The Stewardship Center | St Louis | Not listed | Percentage of assets, Hourly |
| Robert Berger | JAG Capital Management | St. Louis | Not listed | Percentage of assets, Fixed fees |
| Robert Canzani | Saiph Capital | Wyckoff | Not listed | Percentage of assets, Fixed fees |
| Robert Swigert | Goodstead | Washington | Not listed | Percentage of assets |
| Roberta Maue | JAG Capital Management | St. Louis | Not listed | Percentage of assets, Fixed fees |
| Ryan Peabody | Sharper & Granite | El Segundo | Not listed | Percentage of assets |
| Sampurna Khasnabis | moneydoula | Berkeley | Not listed | Percentage of assets, Hourly |
| Samuel Mitsui-Reyes | Wealth Architects | Mountain View | Not listed | Percentage of assets, Hourly |
| Sandra Myburgh | FERN Impact | Duluth | Not listed | Percentage of assets, Fixed fees |
| Sandra Shotwell-Cain | JAG Capital Management | St. Louis | Not listed | Percentage of assets, Fixed fees |
| Shannon Chandler | SEM Wealth Management | Tucson | Not listed | Percentage of assets |
| Stephen Mallery | Mallery Financial | Eugene | Not listed | Percentage of assets, Hourly |
| Terry Bewley | StrongTower Wealth Management | Hot Springs | Not listed | Percentage of assets, Fixed fees |
| Timothy Letter | Miller Investment Management | West Conshohocken | Not listed | Percentage of assets, Fixed fees |
| Timothy McCain | SEM Wealth Management | Tucson | Not listed | Percentage of assets |
| Timothy Rose | T. Rose & Associates | Sarasota | Not listed | Percentage of assets, Performance-based fees |
| Timothy Ryan | Alpenglow Advisors | Killington | Not listed | Percentage of assets |
| Tina Herrera | Sharper & Granite | El Segundo | Not listed | Percentage of assets |
| Tina Tyson | Chicory Wealth | Decatur | Not listed | Percentage of assets, Fixed fees |
| Todd Sadowski | StrongTower Wealth Management | Hot Springs | Not listed | Percentage of assets, Fixed fees |
| Tony Nation | StrongTower Wealth Management | Hot Springs | Not listed | Percentage of assets, Fixed fees |
| Valeria Cera Primero | Horizons Sustainable Financial Services | Santa Fe | Not listed | Percentage of assets, Hourly |
| Zachary Teutsch | Values Added | Washington | Not listed | Percentage of assets, Hourly |