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 |
|---|---|---|---|---|
| Joplin Wallace | Mascoma Wealth Management | Burlington | Not listed | Percentage of assets |
| Joseph Ceasar | 11 Financial | Lufkin | Not listed | Percentage of assets, Hourly |
| Joseph Diebold | Broadlake Financial Management | S Burlington | CFP | Percentage of assets |
| Joseph Recznik | Integritas Wealth Strategies | Charleston | Not listed | Percentage of assets, Hourly |
| Kaitlin Jordan | Stone Pillars Wealth Management | Franklin | Not listed | Percentage of assets, Hourly |
| Katherine Hagedorn | Chicory Wealth | Decatur | CFP | Percentage of assets, Fixed fees |
| Keley Petersen | Willow Grove Advisors | Berkeley | Not listed | Percentage of assets, Hourly |
| Kim Berger | North Berkeley Wealth Management | Berkeley | Not listed | Percentage of assets |
| Kirk Ludwig | WESTHILL Financial Advisors | San Rafael | CFP, ChFC | Percentage of assets, Hourly |
| Kyle Long | Long Planning | Geneva | Not listed | Percentage of assets |
| Laura Kohler | Willow Grove Advisors | Berkeley | Not listed | Percentage of assets, Hourly |
| Lisa Cooper | Figure 8 Investment Strategies | Boise | CFP, CFA | Percentage of assets, Fixed fees |
| Mark Demos | Anson Analytics | Tyrone | CFA | Percentage of assets, Hourly |
| Mark Gordon | Wealth Architects | Mountain View | CFP, CFA | Percentage of assets, Hourly |
| Mark Henry | Virtue Wealth Counsel | Tyler | Not listed | Percentage of assets, Hourly |
| Mark Nicholas | Transform Retirement | Green Bay | Not listed | Flat fee or retainer |
| Mark Schumacher | Third Day Capital | Denver | CFA | Percentage of assets |
| Mary Shaltis | Chicory Wealth | Decatur | CFP | Percentage of assets, Fixed fees |
| Matthew Little | Mascoma Wealth Management | Burlington | Not listed | Percentage of assets |
| Matthew McGee | Integritas Wealth Strategies | Charleston | Not listed | Percentage of assets, Hourly |
| Matthew Taddei | WESTHILL Financial Advisors | San Rafael | CFP, ChFC | Percentage of assets, Hourly |
| Matthew Williamson | 11 Financial | Lufkin | Not listed | Percentage of assets, Hourly |
| Megan Buchanan | Horizons Sustainable Financial Services | Milwaukie | CFP | Percentage of assets, Hourly |
| Michael Emery | Leeward Financial Partners | Bellevue | CFA | Percentage of assets, Hourly |
| Michael Hemingway | Mascoma Wealth Management | Hanover | Not listed | Percentage of assets |
| Michael Jones | High Probability Advisors | Pittsford | CFA | Percentage of assets |
| Michael Stern | Arlington Investment Advisors | Arlington | Not listed | Percentage of assets, One-time planning fee |
| Mustaque Choudhury | Soulence Wealth Management | Pleasant Grove | Not listed | Percentage of assets |
| Nathan Eddinger | Woven Prosperity | San Francisco | CFP | Percentage of assets |
| Naveen Gopal | Pacifica Partners | Surrey | Not listed | Percentage of assets, Hourly |
| Nicholas Safrit | WESTHILL Financial Advisors | San Rafael | CFP | Percentage of assets, Hourly |
| Patrick Phillips | Wealth Architects | Mountain View | CFP | Percentage of assets, Hourly |
| Paul Saxton | Saiph Capital | Wyckoff | CFP | Percentage of assets, Fixed fees |
| Peter Trinh | Wealth Architects | Mountain View | CFP | Percentage of assets, Hourly |
| Reuben Moldowan | Pacifica Partners | Surrey | Not listed | Percentage of assets, Hourly |
| Robert Alonso | Third Eye Associates | Red Hook | Not listed | Percentage of assets |
| Robert Wojcik | W Wealth Advisors | Gilbert | Not listed | Percentage of assets, Hourly |
| Rodrigo Nevado | Amoretti Capital Management | San Francisco | Not listed | Percentage of assets, Hourly |
| Ronald Colson | Viento Financial Group | Hood River | CFP | Percentage of assets |
| Rosana Ralya | Values Added | San Francisco | CFP | Percentage of assets, Hourly |
| Rosanna Neil | Chicory Wealth | Decatur | CFP | Percentage of assets, Fixed fees |
| Ryan Redmond | Stone Pillars Wealth Management | Franklin | Not listed | Percentage of assets, Hourly |
| Sabrina Lowell | Second Summit Wealth Management | San Francisco | CFP | Percentage of assets |
| Samantha Keeler | WESTHILL Financial Advisors | San Rafael | CFP | Percentage of assets, Hourly |
| Samantha Silberstein | Chicory Wealth | Philadelphia | CFP | Percentage of assets, Fixed fees |
| Samuel Sweitzer | Anson Analytics | Tyrone | CFA | Percentage of assets, Hourly |
| Sandra Maynard | Stage 2 Planning Partners | S Burlington | ChFC | Percentage of assets, Hourly |
| Sarah Smith | Willow Grove Advisors | Berkeley | Not listed | Percentage of assets, Hourly |
| Scott Nasca | Generation Capital Management | Pittsford | CFA | Percentage of assets |
| Sherif Othman | Poise Investment Advisors | Germantown | Not listed | Percentage of assets, Hourly |