Impact Investors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$280,075,026
Clients
220
Advisors
3
across 2 offices
About
Impact Investors serves individuals, families, accredited investors, and organizations that want to integrate social and environmental values into their wealth plans. The firm offers discretionary and non‑discretionary investment management, ongoing and project‑based financial planning, mission‑aligned group retirement plan design (including 3(38) fiduciary services), and a bespoke private investment platform for accredited investors.
Its investment process is driven by written investment policy statements, exclusionary screens, and model portfolios customized to client preferences, combining individual bonds, individual stocks, mutual funds/ETFs, and private investments. Bond portfolios are laddered for tax‑efficient income, equity allocations are diversified and optimized against broad benchmarks, and private investments are selected and monitored through third‑party due diligence and periodic reporting.
Distinctive features include acting as adviser to a private fund with side‑by‑side management and referenced performance arrangements, and offering bespoke private deal sourcing and lifecycle administration for accredited investors — services that are less common for firms of this size. The brochure also discloses that a firm principal is licensed to sell insurance products and may receive commissions for those sales, a potential conflict the firm identifies and addresses in its policies.
Client services
Expertise
Fee options
Project-Based Financial Planning fixed fees range from $1,000 to $100,000, agreed before work start.
$0 - $500,000: 1.15% (Household AUM) / 0.80% (Managed Stocks) / 0.15% (Cash Management) $500,001 - $1,500,000: 1.10% (Household AUM) / 0.70% (Managed Stocks) / 0.15% (Cash Management) $1,500,001 - $3,500,000: 1.00% (Household AUM) / 0.60% (Managed Stocks) / 0.15% (Cash Management) $3,500,001 - $8,500,000: 0.90% (Household AUM) / 0.50% (Managed Stocks) / 0.15% (Cash Management) $8,500,001 - $20,500,000: 0.80% (Household AUM) / 0.40% (Managed Stocks) / 0.15% (Cash Management) $20,500,001 - $45,000,000: 0.70% (Household AUM) / 0.30% (Managed Stocks) / 0.15% (Cash Management) $45,000,001+: Negotiable for Household AUM and Managed Stocks
Additional commissions may be received from sale of insurance products by licensed personnel separate from advisory fees.
$300 per hour for project-based financial planning in case of early termination.
Performance-based fees may apply for High Impact Fund I, LP as described in the private offering memorandum.
Ongoing Financial Planning monthly fees range from $99 to $999 paid in arrears.
Minimum fee: Minimum asset management fee of $750 per quarter for Investment Management Services; Minimum fee of $3,750 per quarter for Bespoke Private Investment Services Fee-only: Financial Planning Services: Ongoing planning fees between $599 to $2,999 initial, plus $99 to $999 monthly; Project-Based fixed fees from $1,000 to $100,000; hourly rate of $300 for early termination.
Main office
See officeAptos CA
Advisors at this office
2
Most active in
Arizona · California · Colorado · Illinois · New Mexico · New York · Oregon · Texas
Also doing business as
Impact Investors · Impact Investors, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Quick links
Advisors at this firm
Brian D
CFA®, Series 66
Savoy, IL
Impact Investors
Brian Deloriea is a CFA® charterholder with four years of industry experience. He has worked at Impact Investors, Inc. since 2025 and previously spent ten years at the State Universities Retirement System of Illinois. Impact Investors serves individuals, families, accredited investors, and organizations seeking to integrate social and environmental values into their wealth plans. The firm provides a range of services including investment management, financial planning, retirement plan design, and a private investment platform, using customized portfolios and due diligence processes tailored to client preferences.
Shane Y
CFP®, Series 66
Aptos, CA
Impact Investors
Shane Yonston is a CFP® with 22 years of industry experience, currently serving as an advisor at Impact Investors since 2014. He previously worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. from 2016 to 2018. In addition to his advisory role, Yonston is licensed to sell life and long-term care insurance policies, which he manages alongside his investment work. Impact Investors serves individuals, families, accredited investors, and organizations seeking to integrate social and environmental values into their wealth plans. The firm offers tailored investment management, financial planning, and private investment services, utilizing written investment policies, exclusionary screens, and customized model portfolios.
Jacob I
Series 65
Aptos, CA
Impact Investors
Jacob Ifshin is a financial advisor at Impact Investors with a Series 65 credential and two years of industry experience. His prior roles include positions at Horizons Sustainable Financial Services and self-employment, along with experience at Engaged Ecology and Everybody Grows. Impact Investors serves individuals, families, accredited investors, and organizations seeking to incorporate social and environmental values into their wealth plans. The firm provides customized investment management, financial planning, and mission-aligned retirement plan design, along with a private investment platform for accredited investors.
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