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 |
|---|---|---|---|---|
| Taylor Bell | Aequitas Financial | Santa Ana | Not listed | Percentage of assets, Ongoing planning fee |
| Teresa Joelson | Christian Financial Advisors® | New Braunfels | Not listed | Percentage of assets |
| Thomas Holloway | Pacifica Partners | Calgary | CFA | Percentage of assets, Hourly |
| Tim Nash | Good Investing | Toronto | Not listed | Not listed |
| Timothy Videnka | Forza Wealth Management | Sarasota | CFP, CFA | Percentage of assets, Hourly |
| Wesley Shifrin | NorthFork Advisors | Bozeman | CFA | Percentage of assets, Hourly |
| Andrew Dodds | Dodds Wealth | Greenwood Village | CFP | Percentage of assets, Hourly |
| Austen Auger | Shira Ridge Wealth Management | Vacouver | Not listed | Percentage of assets |
| Brennan Pate | Dodds Wealth | Greenwood Village | CFP | Percentage of assets, Hourly |
| Brianna Shealey Helping clients find clarity of their financial future while humanizing the financial planning experience. | Buena Vista Financial Planning LLC | Decatur | Not listed | Percentage of assets, Flat fee or retainer |
| Britt Joyce | Regatta Capital Group | El Segundo | CFA | Percentage of assets, Hourly |
| Casey Fitchett | Pine Haven Investment Counsel | Fairhaven | CFP | Percentage of assets |
| Christopher Jernstrom | Ironstream Capital | Seattle | CFA | Percentage of assets |
| Clayton Gardner Award-winning modern wealth management firm for high earning professionals. | Titan | New York | Not listed | Percentage of assets, Subscription |
| Emily Green | Ellevest | New York | Not listed | Percentage of assets, Flat fee or retainer |
| Fradel Barber The World Changers empowers individuals and businesses with financial education, tools, and strategies to build wealth and secure their future. | The World Changers | Miami | Not listed | Percentage of assets, Subscription |
| Frederick Ravid | Chartered Financial Services | Denver | ChFC | Percentage of assets, Hourly |
| Heidi Morshead | Shira Ridge Wealth Management | San Rafael | Not listed | Percentage of assets |
| Jan Schalkwijk | JPS Global Investments | West Linn | CFA | Hourly, One-time planning fee |
| Jane Swan | Veris Wealth Partners | Oakland | CFA | Percentage of assets, Hourly |
| Janel Manella | Co-Missions Financial Planning | Cherry Hill | CFP | Percentage of assets, Hourly |
| Jean Deighan | Birchbrook | Bangor | CFP | Percentage of assets, Hourly |
| Jenifer Butler | Birchbrook | Bangor | CFP, CFA | Percentage of assets, Hourly |
| Jesse Celeste Artistic Wealth was created for endowments, entrepreneurs, and pre-retirees/retirees who want custom tailored planning, a wealth partner who listens and acts in the best interest of the client. | Artistic Wealth | Red Bank | Not listed | Percentage of assets, Flat fee or retainer |
| John Dodds | Dodds Wealth | Greenwood Village | CFP | Percentage of assets, Hourly |
| Lori Choi | Veris Wealth Partners | New York | CFA | Percentage of assets, Hourly |
| Matthew Klein | Lee-Kelleher-Klein Wealth Management | Ellicott City | CFP, CFA | Percentage of assets |
| Matthew Slaney | FinArc Investments | Norwood | CFA | Percentage of assets |
| Michael Firestone | Fire Capital Management | San Francisco | CFA | Flat fee or retainer, Percentage of assets |
| Nancy Von Stackelberg | Radius Wealth Management | Boston | CFP | Percentage of assets, Hourly |
| Peter Thoms | Sierra Wealth Strategies | Coronado | CFA | Percentage of assets, Hourly |
| Peter Wolynski Helping people retire and save taxes. | Calculated Wealth | Madison | Not listed | Percentage of assets |
| Phuong Luong | Just Wealth | Pittsfield | CFP | Percentage of assets |
| Robert Mitchell | Concord Financial Group | Wilmington | CFA | Percentage of assets, Hourly |
| Samantha Vicchiarelli | Alexis Advisors | Richmond | ChFC | Percentage of assets, Hourly |
| Sara Faurer | Ellevest | New York | Not listed | Percentage of assets, Flat fee or retainer |
| Sarah Green | Farm Girl Capital | Albany | CFP | Percentage of assets, Hourly |
| Spencer Tracy | Principium Investments | Boulder | Not listed | Percentage of assets |
| Tuvshinjargal Odeh | Shira Ridge Wealth Management | San Rafael | Not listed | Percentage of assets |
| Tyler Purcell We handle the heavy-lifting of navigating investment, tax, estate and financial planning so you can focus on the things that you love with the people you love. | Balance Wealth | Columbus | Not listed | Percentage of assets, One-time planning fee |
| William Reynolds | Fire Capital Management | San Francisco | CFA | Flat fee or retainer, Percentage of assets |
| Alan Gammel | Horizons Sustainable Financial Services | Puyallup | CFP | Percentage of assets, Hourly |
| Amanda Spencer | Mascoma Wealth Management | Hanover | Not listed | Percentage of assets |
| Amy Cono | Wealth Architects | Mountain View | CFP | Percentage of assets, Hourly |
| Andrew Aran | Regency Wealth Management | Ramsey | CFA | Percentage of assets, Fixed fees |
| Andrew Backenstoss | Soulence Wealth Management | Pleasant Grove | Not listed | Percentage of assets |
| Andrew Hill | Andrew Hill Investment Advisors | Naples | CFA | Percentage of assets |
| Ariel Rosenberg | Chicory Wealth | Decatur | CFP | Percentage of assets, Fixed fees |
| Ariel Weisbard | Values Added | Washington | CFP | Percentage of assets, Hourly |
| Arijeet Singh | Willow Grove Advisors | Brier | Not listed | Percentage of assets, Hourly |