A complete list of active advisors currently associated with Impactfolio LLC

Warmer can help you find a great advisor at Impactfolio LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Impactfolio LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.