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 |
|---|---|---|---|---|
| Justin Mayo | Sierra Wealth Strategies | El Cajon | CFP | Percentage of assets, Hourly |
| Kristen Goodman | Ellevest | New York | CFA | Percentage of assets, Flat fee or retainer |
| Lisa More | Concord Financial Group | Allen | CFP | Percentage of assets, Hourly |
| Mark Hill | DeDora Capital | Napa | CFP | Percentage of assets, Hourly |
| Mark Olsen | TSN Wealth & Tax Management | Zionsville | CFP | Percentage of assets, Hourly |
| Matthew Snyder | TSN Wealth & Tax Management | Brownsburg | CFP | Percentage of assets, Hourly |
| Michael Troxell Financial planning for folks with stock options and RSUs | Modern Financial Planning | Oakland | CPA | Hourly, Percentage of assets |
| Nicholas Ozer | Regatta Capital Group | El Segundo | CFP | Percentage of assets, Hourly |
| Patrick Cicchetti I help 7-figure service-based business owners simplify their finances, minimize taxes, and buy back time—so they can focus on life beyond the business. | Ryse Capital Management | Rochester | Not listed | Flat fee or retainer, Hourly |
| Paul Dedora | DeDora Capital | Napa | CFP | Percentage of assets, Hourly |
| Philip Bailey | Muirfield Wealth Advisors | Charlotte | CFP | Percentage of assets, Fixed fees |
| Roberta Tondo | White Lighthouse Investment Management | Bedford | CFP | Percentage of assets, Hourly |
| Russell Mohberg | Regatta Capital Group | El Segundo | CFP | Percentage of assets, Hourly |
| Samuel Deane Financial advice for startup founders and tech employees with equity compensation. | Rora Wealth | Atlanta | Not listed | Flat fee or retainer, Percentage of assets |
| Sharon Khan | DeDora Capital | Napa | CFP | Percentage of assets, Hourly |
| Sylvia Kwan | Ellevest | San Francisco | CFA | Percentage of assets, Flat fee or retainer |
| Thomas Grunbeck | J. R. Prunier Capital Management | Holden | CFP | Percentage of assets, Fixed fees |
| Thomas Kopelman We help high net income/ high worth business owners manage their entire financial life. | AllStreet Wealth | Carmel | Not listed | Flat fee or retainer, One-time planning fee |
| Thomas McLean | Advitica Financial Planning | Tenino | CFP | Percentage of assets, Hourly |
| Thomas Nowak | Quantum Financial Planning | Langley | CFP | Hourly |
| Timothy Dukeman | TSN Wealth & Tax Management | Brownsburg | CFP | Percentage of assets, Hourly |
| Timothy Kingsbury | Veris Wealth Partners | New York | CFP | Percentage of assets, Hourly |
| Ajbinder Sull | Pacifica Partners | Surrey | CFA | Percentage of assets, Hourly |
| Alicia Martinez | Divergent Financial Advisory Services (DiFi Advisory) | Salem | Not listed | One-time planning fee, Hourly |
| Amandeep Bhangu | Pacifica Partners | Surrey | CFA | Percentage of assets, Hourly |
| Amber Schiffert | TARA Wealth | Durham | Not listed | Percentage of assets, Flat fee or retainer |
| Andrew Klein | Walkner Condon Financial Advisors | Madison | Not listed | Percentage of assets, Ongoing planning fee |
| Angel Cruz | Cruz Wealth Management | Olympia | CFP | Percentage of assets |
| Annalise Montgomery | Faith Investor Services | Scottsdale | Not listed | Percentage of assets |
| Benjamin Amos | RMG Advisors | Nashville | CFP | Percentage of assets, Hourly |
| Bernard Murphy | Arista Advisory Group | Albany | CFP | Percentage of assets, Hourly |
| Brady Storhoff | Walkner Condon Financial Advisors | Verona | Not listed | Percentage of assets, Ongoing planning fee |
| Brandon Small | Invested Interests | Minneapolis | CFP, CFA | Percentage of assets |
| Brian Buckley | Buckley Wealth | Las Vegas | Not listed | Percentage of assets, Hourly |
| Bryan Kabot | Regency Wealth Management | Ramsey | CFP | Percentage of assets, Fixed fees |
| Cameron Dunaway | Buckley Wealth | Las Vegas | Not listed | Percentage of assets, Hourly |
| Cherish Sutull | Blue Water Wealth | Seattle | CFP, CFA | Percentage of assets, Fixed fees |
| Christopher Hughes | Financial Cornerstones | The Woodlands | Not listed | Percentage of assets |
| Clinton Walkner | Walkner Condon Financial Advisors | Verona | Not listed | Percentage of assets, Ongoing planning fee |
| Cole Matsuura | Echo45 Advisors | Walnut Creek | Not listed | Percentage of assets |
| Damanjit Minhas | Pacifica Partners | Surrey | CFA | Percentage of assets, Hourly |
| Daniel DeSouza | Not listed | Honolulu | CFA | Percentage of assets |
| Daniel Sciortino | Fig Tree Wealth Management | Mountainside | ChFC | Percentage of assets, Hourly |
| Dennis Peatrowsky | Virtue Wealth Counsel | Omaha | ChFC | Percentage of assets, Hourly |
| Devin Rainone | MOR Wealth Management | Philadelphia | CFP, CFA | Percentage of assets, Hourly |
| Donald VandeVanter | Christian Financial Advisors® | New Braunfels | Not listed | Percentage of assets |
| Ellen Johnson | Thistle Wealth | Corvallis | Not listed | Percentage of assets |
| Gavin Distasi | Topel & DiStasi Wealth Management | Berkeley | Not listed | Percentage of assets, Flat fee or retainer |
| Genecar Vivo | Echo45 Advisors | Walnut Creek | Not listed | Percentage of assets |
| George Marron | High Probability Advisors | Pittsford | CFP | Percentage of assets |