Impact Advising
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 3 employees
Firm type
Supported
1-4 advisors or >$200M in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
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
Financial planning
Newsletters or periodicals
Educational seminars or workshops
Expertise
General retirement planning
Cash flow / budgeting
Fee options
Fee-only: Annual subscription fee: $200; Annual family subscription (up to three persons): $400
Main office location
Impact Advising
Miami FL, United States
Number of offices
1
Most active in
Impact Advising has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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