A complete list of active advisors currently associated with Higher Impact Financial, LLC
Warmer can help you find a great advisor at Higher Impact Financial, LLC or one who fits your needs even better.
Higher Impact Financial is a state‑registered independent investment adviser that provides discretionary portfolio management and financial planning consulting to individual and high‑net‑worth clients. Like many independent firms, it delivers tailored investment management and ongoing account oversight and generally charges asset‑based fees for managed accounts. The firm’s investment process is built around client objectives, time horizon and risk tolerance and may incorporate asset allocation, dollar‑cost averaging, technical analysis, and both short‑ and long‑term trading approaches. Clients may impose written restrictions on investments (including by email), and the firm emphasizes the tax consequences of strategies, advising clients to consult tax professionals. Founded in 2024, the firm operates as a solo practice whose principal also discloses part‑time outside activities in tax preparation and as a virtual securities instructor. The brochure notes that the firm recommends established custodians (Altruist or Charles Schwab), provides a one‑time financial plan with additional planning available for a fee, and does not vote client proxies.
To learn more about the advisors currently working at Higher Impact Financial, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Riverside, CA
| 6
|
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