Impact Wealth Group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$12,941,792
Clients
32
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
32
HighAverage account size
$404,431
About
Impact Wealth Group provides ongoing portfolio management and financial planning to individual and high‑net‑worth clients, preparing written Investment Policy Statements that reflect each client’s goals, time horizon and risk tolerance. The firm’s advice covers a range of investment vehicles, including mutual funds, ETFs, fixed income, real‑estate funds and annuities, and it directs some clients to third‑party advisers for retirement benefit plan management.
The firm typically manages accounts on a discretionary basis under written IPSs, using a mix of charting, fundamental, quantitative and technical analysis with a long‑term trading orientation, and conducts regular portfolio monitoring and periodic reviews. For retirement plans the firm has entered into an arrangement with a third‑party manager and requires clients to use a specified institutional custodian for execution and custody.
A notable feature is that the firm’s principal also operates an affiliated insurance agency and is licensed to sell insurance products, which creates a potential conflict of interest because insurance recommendations can generate commission‑based compensation. The firm discloses these relationships, says it periodically reviews recommendations to assess for objectivity, and also discloses that it receives compensation from third‑party advisers when directing clients to outside retirement plan managers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Wealth management
Annuities
College savings (529s, UTMA, etc.)
Fee options
$0+: Negotiable tiered rates, example given: 1.50% on first tier, 1.25% on next tier, 1.00% on remaining assets (exact tiers not fully detailed) Not specified+: Negotiable between 0.3% - 0.7% on client plan assets for fees paid to Impact Wealth Group on top of third-party adviser fees
Fee-only: Fixed financial planning fees between $1,000 and $5,000 (negotiable)
Main office location
Impact Wealth Group
9800 Hillwood Pkwy, Suite 140
Fort Worth TX 76177, United States
Number of offices
1
Most active in
Impact Wealth Group has reported serving >5 clients in these states in the last 12 months.
Louisiana · Texas
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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