A complete list of active advisors currently associated with Impact Fiduciary LLC

Warmer can help you find a great advisor at Impact Fiduciary LLC or one who fits your needs even better.

Impact Fiduciary provides discretionary portfolio management, comprehensive wealth management and financial planning primarily to individual and high-net-worth clients, and also accepts pension plans, charitable organizations and businesses. The firm charges asset-based advisory fees for investment management and includes financial planning at no additional charge for comprehensive wealth management clients. Investment programs are built from client-specific investment policies and typically emphasize passive investment management using ETFs and index funds, with fundamental and cyclical analysis applied as needed and an explicit socially responsible investing (SRI) screen. The firm offers separate financial planning arrangements (monthly retainer or single-engagement fees) and makes third‑party tax-preparation and tax-planning services available through Ontrail, Inc. d/b/a Uprise. Operationally, Impact Fiduciary uses multiple custodial and execution arrangements — including Altruist, Charles Schwab and a “window trading” execution option through Goldman Sachs Custody Solutions — and participates in soft‑dollar programs tied to those platforms. For a two-advisor firm with roughly $155 million in discretionary AUM, the bundled planning with wealth management, formal SRI integration across strategies, and the offered billed tax-preparation services are notable aspects of its service model.

To learn more about the advisors currently working at Impact Fiduciary 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
Patrick Dinan	Pasadena, CA	20
Christopher Mastro	Pasadena, CA	4

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