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 |
|---|---|---|---|---|
| R. Shea Newton | Financial Journey LLC | Pensacola | CFP, EA, RICP | One-time planning fee, Percentage of assets |
| Rachel Lawrence | Reverie Wealth | Rochester | CFP, MSFP | Ongoing planning fee, One-time planning fee |
| Sara Casale | Cornerstone Financial Planning, LLC | Portland | CFP, BS, MBA | Percentage of assets |
| Ben Smith | Cove Financial Planning, LLC | Milwaukee | CFP, Chartered SRI Counselor | Percentage of assets, Ongoing planning fee |
| Brian Canning | Brave New Wealth | Westlake Village | AIFA, CFP | Percentage of assets, Hourly |
| Carey Morgan | Livelihood LLC | Philadelphia | CFP, ChFC | Flat fee or retainer, Hourly |
| Case Belger | rebel Financial | Groveport | AIF, CFP, ChFC, CLU | Percentage of assets, Hourly |
| Chelsea Ransom-Cooper Zenith Wealth Partners provides a flexible retirement planning and investment management approach that inspires our clients to take financial action. | Zenith Wealth Partners | Philadelphia | CFP | Percentage of assets, Flat fee or retainer |
| Chris Alman | Equip Financial Partners, LLC | Fairhope | CFP | Ongoing planning fee, Percentage of assets |
| John Underhill | Acorn & Oak Wealth Management LLC | Sanford | CFP | Percentage of assets, Fixed fees |
| Justin Belkin | Financial Boss | Plainview | CFP, EA, MBA | Flat fee or retainer, Percentage of assets |
| Katherine Fox | Sunnybranch Wealth LLC | San Francisco | CAP, CFP | Percentage of assets, Hourly |
| Kathy Longo | Flourish Wealth Management Inc. | Edina | CAP, CDFA, CFP | Percentage of assets, Hourly |
| Leighann Miko | Equalis Financial | Los Angeles | CFP, MST, RLP, BA | Percentage of assets, Ongoing planning fee |
| Lorne Abramson | Abramson Financial Planning, LLC | Burlingame | CFA, CFP, CTEC, EA | Flat fee or retainer, Hourly |
| Michelle Vargas | Waymaker Financial Planning | Fort Worth | CFP | Hourly, One-time planning fee |
| Zach Barton | Barton Financial Group LLC | Kyle | CFP | Percentage of assets, Ongoing planning fee |
| Ali Criss | Financial Insights | Tacoma | CFP | Percentage of assets, Hourly |
| Annie McQuilken | Forever Financial Advisors, LLC | Worcester | CFP, CFT-I, MS | Percentage of assets, Hourly |
| Cathy Curtis | Curtis Financial Planning, LLC | Oakland | CFP | Percentage of assets, Flat fee or retainer |
| Chris Johnson | Jacobson & Schmitt Advisors, LLC | Middleton | CFP, CPWA | Percentage of assets, Flat fee or retainer |
| Deb Meyer | WorthyNest LLC | Punta Gorda | CFP, CPA | Percentage of assets, Fixed fees |
| Ella Taylor | Ella Financial Advising | Oakland | CFP | Percentage of assets, Hourly |
| Janice Fier | Couloir Wealth Advisors, Inc. | Welch | CFP | Hourly, One-time planning fee |
| Karen Ogden | Envest Asset Management, LLC | Ridgefield | CFP, MBA, BS, CPWA | Percentage of assets, Hourly |
| Leslie Ransom | Indie Financial Planning, LLC | Chicago | CFP | Percentage of assets, Flat fee or retainer |
| Matthew McKee | Target Rock Wealth Management | New York | CFA, CFP, MBA | Percentage of assets, Hourly |
| Phil Francois | Foundation Wealth Planning | Salina | CFP | Percentage of assets, Hourly |
| Stefanie Pickard | Old Growth Financial | Portland | CFP, EA | Flat fee or retainer, One-time planning fee |
| Wilson Li | Abacus Wealth Partners | Sebastopol | FPQP, CFP, MBA, CDFA | Percentage of assets, Fixed fees |
| Anil Chacko | Ark Alliance Financial | Missouri City | CFP, CKA | Hourly |
| Ashlee deSteiger | Gunder Wealth Management | Birmingham | CFA, CFP, CPA/PFS, CPA | Percentage of assets, Hourly |
| Bill Holliday | AIO Financial, LLC | Los Angeles | Not listed | Percentage of assets, Ongoing planning fee |
| Bruce Dzieza | Willow Creek Wealth Management, Inc. | Sebastopol | CFP, CAIA | Percentage of assets, Hourly |
| David Rosenstrock | Wharton Wealth Planning | New York | CFP, MBA | Percentage of assets, Hourly |
| Eric Figueroa | Hesperian Wealth LLC | Folsom | CFP | Percentage of assets, Ongoing planning fee |
| Jason Howell | Jason Howell Company | Vienna | CFP, CPWA | Percentage of assets, Hourly |
| Kevin Arruda | Cornerstone Financial Management LLC | Providence | CFP, CFA | Percentage of assets, Fixed fees |
| Michael Robertson | Shelterbelt Advisors | Red Hook | CFP | One-time planning fee, Ongoing planning fee |
| Steven Chau | Know Your Worth Financial | Tempe | CFP | Ongoing planning fee, One-time planning fee |
| Andy Moran Ad Astra Financial Planning specializes in helping tech professionals navigate RSUs, stock options, tender offers, IPOs, and financial independence. We are a flat-fee, fee-only, fiduciary firm - we don't receive commissions or kickbacks or charge based on a percentage of your assets. | Ad Astra Financial Planning | Santa Rosa | CFP | Flat fee or retainer, Subscription |
| Caleb Bogia-Curles Financial Advice for Millennial and Gen X Entrepreneurs with ADHD | Focused Founders Wealth Planning | MOUNT JOY | CFP | Percentage of assets, Flat fee or retainer |
| Gabbi Cerezo | Sustain Financial Inc. | Culver City | CFP, AFC | Percentage of assets, Ongoing planning fee |
| Jonathan Kiehl | Evenkiehl, LLC | Lancaster | CFP, MBA | Percentage of assets, Fixed fees |
| Lorri DeFoor | Sustain Financial Inc. | Lacey | CFP, AFC, MA | Percentage of assets, Ongoing planning fee |
| Priscilla Gilbert | CenterPoint Financial, Inc. | Montpelier | BA, CFP | Percentage of assets, Hourly |
| Alicia Vande Ven | Walkner Condon Financial Advisors | Verona | CFP | Percentage of assets, Ongoing planning fee |
| Amanda Decesar | TARA Wealth | Durham | CFP | Percentage of assets, Flat fee or retainer |
| Cheryl Sherrard | Clearview Wealth Management | Charlotte | CFP, MA, MBA | Ongoing planning fee |
| Collin Todd | Arc Advisers, LLC | Boise | CFP | Ongoing planning fee, One-time planning fee |