Impactfolio LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$286,617,440
Clients
126
Advisors
3
of 3 employees
About
IMPACTfolio LLC is a SEC-registered adviser that serves individual and high‑net‑worth clients, as well as trusts and other entities, managing approximately $289 million across about 126 relationships with a three‑advisor team. The firm provides discretionary investment management together with ongoing financial planning and project‑based (hourly) planning and implementation support.
The firm employs a strategic asset‑allocation model that combines fundamental analysis, diversification across asset classes and investment styles, and periodic rebalancing to target allocations, and it generally manages client accounts on a discretionary basis. IMPACTfolio integrates ESG (environmental, social, and governance) factors with traditional financial analysis and may rely on third‑party rankings or scores when applying responsible‑investing screens, which can lead to exclusions that affect portfolio composition.
Noteworthy features include a retainer‑based advisory approach rather than a fee structure tied solely to assets under management, a small principal team in which the firm’s partners hold CFP certifications, and no stated account minimum, resulting in relatively high AUM per client. The firm also leaves proxy voting to clients, offers a broad suite of planning services (including business planning and employee‑benefits optimization), and recommends Schwab Institutional as custodian while using institutional support services.
Client services
Expertise
Fee options
$275 per hour, billed in 15-minute increments
Annual retainer fee of $7,500 for clients with less than $3,000,000 AUM, billed quarterly at $1,875 per quarter
Minimum fee: $7,500 annually for clients with AUM less than $3,000,000; capped at 2% of AUM
Main office
44 Cook Street, Suite 100
Denver CO 80206
Advisors at this office
3
Most active in
California · Colorado
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
Julie M
CFP®, Series 66
Denver, CO
Impactfolio LLC
Julie Mcdaniel is a CFP® and Series 66 credentialed financial advisor with 17 years of industry experience. She has been with Impactfolio LLC since 2019 and previously worked at Sharkey, Howes & Javer Inc for six years. Based in Denver, CO, she is part of a three-advisor team at Impactfolio. Impactfolio LLC is a SEC-registered adviser serving individual and high-net-worth clients, trusts, and other entities, managing approximately $289 million across about 126 relationships. The firm employs a strategic asset-allocation model that integrates ESG factors with traditional financial analysis and offers discretionary investment management alongside comprehensive financial planning services.
Rebecca K
CFP®, Series 66
Denver, CO
Impactfolio LLC
Rebecca Kennedy is a CFP® with 21 years of industry experience. She has been with Impactfolio LLC since 2019 and previously operated Kennedy Financial Planning, LLC from 2013 to 2019. Outside of her advisory work, she manages a rental property business with her husband. Impactfolio LLC is a SEC-registered adviser serving individual and high-net-worth clients, trusts, and other entities. The firm uses a strategic asset-allocation model that incorporates ESG factors alongside traditional financial analysis and provides discretionary investment management along with ongoing and project-based financial planning.
Jeffrey A
CFP®, Series 63, Series 65
Denver, CO
Impactfolio LLC
Jeffrey Arnold is a Certified Financial Planner® with 19 years of industry experience. He has worked at IMPACTfolio LLC since 2017 and previously at G&S Capital LLC from 2014 to 2017. He holds Series 63 and Series 65 licenses and is based in Denver, Colorado. IMPACTfolio LLC is a SEC-registered adviser serving individual and high-net-worth clients, trusts, and other entities. The firm manages approximately $289 million across about 126 relationships, using a strategic asset-allocation model that incorporates ESG factors alongside traditional financial analysis, with discretionary account management and a retainer-based advisory approach.
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