Impact Advising
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Impact Advising provides internet-based financial education and guidance to individual clients, using online questionnaires and live internet sessions to assess financial acumen, risk preferences, and long-term objectives. The firm facilitates individualized investment plans and periodic financial coaching so clients can implement and reassess their own strategies.
Its recommendations are informed by lifecycle analysis and proprietary assessment tools drawn from the firm’s research, with an emphasis on age-appropriate asset allocation and long-term dollar‑cost averaging rather than short‑term market timing. Economic, political, and tax considerations are incorporated into guidance, and the firm relies on periodic touchpoints and structured educational materials to support client decision‑making.
Distinctively, Impact Advising does not custody client assets or execute trades on clients’ behalf; instead it delivers guidance and ongoing education through subscription access and website-based content. The firm’s combination of proprietary questionnaires, live seminars/workshops, regular educational touchpoints, and an algorithmic recommendation process is atypical among investment-manager peers.
Client services
Expertise
Fee options
Fee-only: Annual subscription fee: $200; Annual family subscription (up to three persons): $400
Main office
Miami FL
Advisors at this office
1
Most active in
Florida
Also doing business as
Impact Advising · Impact Advising, LLC · Not Applicable
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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