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 |
|---|---|---|---|---|
| Ashley Owens | 11 Financial | Gretna | Not listed | Percentage of assets, Hourly |
| Ashton Green | Soulence Wealth Management | Pleasant Grove | Not listed | Percentage of assets |
| Beck Ringle | Chicory Wealth | South Deerfield | CFP | Percentage of assets, Fixed fees |
| Benjamin Cohen | North Berkeley Wealth Management | Berkeley | Not listed | Percentage of assets |
| Bethany Dubuque | Mascoma Wealth Management | Burlington | Not listed | Percentage of assets |
| Brenda Morris | Humane Investing | Glen Allen | CFP | Percentage of assets |
| Cagatay Koc | North Berkeley Wealth Management | Berkeley | Not listed | Percentage of assets |
| Callum Raymick | Trinity Strategic Wealth | Tulsa | Not listed | Percentage of assets, Fixed fees |
| Carolyn Larocco | LCP Institutional | Atlanta | CFP | Percentage of assets |
| Carson Brown | Soulence Wealth Management | Pleasant Grove | Not listed | Percentage of assets |
| Charles Ambroselli | LCP Institutional | Alpharetta | CFP | Percentage of assets |
| Charles Tran | Wealth Architects | Mountain View | CFP | Percentage of assets, Hourly |
| Christopher Anderson | Soulence Wealth Management | Pleasant Grove | Not listed | Percentage of assets |
| Christopher Douglass | Stage 2 Planning Partners | S Burlington | ChFC | Percentage of assets, Hourly |
| Christopher Langlois | Integritas Wealth Strategies | Charleston | Not listed | Percentage of assets, Hourly |
| Christopher Missirlian | Wealth Architects | Mountain View | CFP | Percentage of assets, Hourly |
| Claudia Valladares | 11 Financial | Lufkin | Not listed | Percentage of assets, Hourly |
| Cole Harris | JMH Wealth Management | Hanover | CFA | Percentage of assets |
| Connor Ridgeway | Leeward Financial Partners | Bellevue | CFA | Percentage of assets, Hourly |
| Daniel McNabb | Chicory Wealth | Decatur | CFP | Percentage of assets, Fixed fees |
| Daniel Nakahara | North Berkeley Wealth Management | Berkeley | Not listed | Percentage of assets |
| David Sinclair | Soulence Wealth Management | Pleasant Grove | Not listed | Percentage of assets |
| David Tenerelli | Values Added | Frisco | CFP | Percentage of assets, Hourly |
| Debra Ellisen | North Berkeley Wealth Management | Berkeley | Not listed | Percentage of assets |
| Denisse Arebalo | Pacific Canyon Investments | Lemon Grove | Not listed | Percentage of assets, Hourly |
| Dennis Peatrowsky | Virtue Wealth Counsel | Omaha | Not listed | Percentage of assets, Hourly |
| Diane Huntley | Forza Wealth Management | Sarasota | CFA | Percentage of assets, Hourly |
| Edmund Lesage | Integrity Financial Planning | Houston | Not listed | Percentage of assets |
| Ehijie Sado | Values Added | Atlanta | CFP | Percentage of assets, Hourly |
| Elizabeth Jones | Third Eye Associates | Red Hook | Not listed | Percentage of assets |
| Frank Byskov | Forty4 Financial | Bethesda | CFP, CFA | Percentage of assets, Hourly |
| Gabriel McMennamy | Soulence Wealth Management | Amarillo | Not listed | Percentage of assets |
| Gregory Nakano | Pacifica Partners | Surrey | Not listed | Percentage of assets, Hourly |
| Guillermo Amoretty | Amoretti Capital Management | San Francisco | Not listed | Percentage of assets, Hourly |
| Heike Lautenschlaeger | Chicory Wealth | Decatur | CFP | Percentage of assets, Fixed fees |
| Henry Winship | Pacific Point | San Diego | CFA | Percentage of assets, Hourly |
| Hossameldin Abdelkarim | Poise Investment Advisors | Germantown | Not listed | Percentage of assets, Hourly |
| Igor Tsukerman | Eureka Wealth Solutions | New York | Not listed | Percentage of assets |
| Jackson Mazzei | Trinity Strategic Wealth | Tulsa | Not listed | Percentage of assets, Fixed fees |
| Jacob Martin | Soulence Wealth Management | Pleasant Grove | Not listed | Percentage of assets |
| Jacob Newcomer | Chicory Wealth | Decatur | CFP | Percentage of assets, Fixed fees |
| Jacob Pacini | Soulence Wealth Management | Pleasant Grove | Not listed | Percentage of assets |
| Jagdish (Jay) Sitlani | Pacific Point | San Diego | CFA | Percentage of assets, Hourly |
| Jeffrey Harris | JMH Wealth Management | Hanover | CFA | Percentage of assets |
| Jeffrey Nowell | Mascoma Wealth Management | Hanover | Not listed | Percentage of assets |
| Jeffrey Petersen | Willow Grove Advisors | Berkeley | Not listed | Percentage of assets, Hourly |
| Jill Schum | Third Eye Associates | Red Hook | Not listed | Percentage of assets |
| Joel Petersen | Sound Legacy Wealth Advisors | Kirkland | Not listed | Percentage of assets |
| Johann Klaassen | Horizons Sustainable Financial Services | Santa Fe | CFP | Percentage of assets, Hourly |
| Jonathan Cottrell | Mascoma Wealth Management | Portland | Not listed | Percentage of assets |