Impact Wealth Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
9800 Hillwood Pkwy, Suite 140
Fort Worth TX 76244
Advisors at this office
1
Most active in
Louisiana · Texas
Also doing business as
Impact Wealth Group · Impact Wealth Group LLC · Impact Wealth Group, LLC
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.
Forms ADV
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