Impact Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Impact Wealth Management serves individual and high‑net‑worth clients with investment management, comprehensive and project-based financial planning, financial coaching, and special needs planning. The firm operates as a fee-only adviser and provides discretionary portfolio management as part of its ongoing planning relationships.
The firm’s investment approach emphasizes modern portfolio theory and predominantly passive portfolio construction using mutual funds and ETFs, with the option to incorporate socially responsible (ESG) considerations when requested. Portfolios and plans are tailored to clients’ goals, risk tolerance, and tax considerations, and clients may impose reasonable investment restrictions in writing.
Noteworthy differences from many peers include a billing model built around fixed and project fees rather than a standard percentage-of-assets billing approach, and a practice of offering educational seminars and speaking engagements in virtual or in-person formats. The firm also highlights a formal special‑needs planning service and published authorship on retirement topics, and its advisory team includes planners with professional credentials while one adviser discloses an active outside insurance brokerage role.
Client services
Expertise
Demographic focus
Fee options
Special Needs Financial Planning: $4,000 fixed fee; Educational Seminars: $0 to $2,500 per seminar
$50,000 - $150,000: $1,500 annually $150,001 - $250,000: $2,500 annually $250,001 - $400,000: $3,500 annually
Project-Based Financial Planning: $375 per hour
Financial Coaching: $600 per year, paid monthly
Account minimum: $50,000 Fee-only: Ongoing Comprehensive Financial Planning: $625 to $2,500 per quarter; Project-Based Financial Planning: $375 per hour; Financial Coaching: $600 per year; Special Needs Financial Planning: $4,000 fixed fee; Educational Seminars: $0 to $2,500 per seminar; Financial Coaching with Investment Management: tiered fixed annual fees as above
Main office
4301 W 57th St, Suite 110
Sioux Falls SD 57108
Advisors at this office
1
Most active in
Arizona · South Dakota
Also doing business as
Impact Wealth Management · Impact Wealth Management 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 not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)