Impactful Wealth Solutions
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$429,514
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
18
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
18
TypicalAverage account size
$23,862
About
Impactful Wealth Solutions offers financial planning, investment management, retirement‑plan services, tax planning and insurance products to individuals, trusts, solopreneurs and small employer benefit plans. The firm’s service menu explicitly includes employee benefit administration and retirement plan setup, and it markets subscription service tiers for individuals, solopreneurs and businesses in addition to asset‑based advisory programs.
The firm describes a long‑term, conviction‑oriented investment approach that draws on fundamental, technical and cyclical analysis, and it may engage third‑party managers when appropriate while monitoring those managers on an ongoing basis. Clients receive regular account reviews and reporting, and the firm uses custodial and model‑marketplace services to implement discretionary and non‑discretionary strategies.
What is distinctive relative to many peers is the mix of revenue models and services: the brochure discloses both subscription and traditional AUM billing, plus the advisor’s status as an insurance‑licensed agent who may earn commissions on insurance sales while also providing tax preparation and payroll/benefit consulting. The firm also discloses third‑party arrangements — a solicitor relationship with Gradient Investments and use of Altruist’s custodial and model marketplace — and notes the associated fee‑sharing and incentive structures.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
General retirement planning
Social Security optimization
Income planning
Debt management
Tax strategies for small businesses
Occupation focus
Founder/Business Owner
Self-Employed
Demographic focus
Young Families
Fee options
Jump Start Program flat fees: Individuals $2,500, Couples $3,500, Solopreneurs $5,500 (tax preparation not included)
$25,000 - $100,000: 2.00% $100,001 - $250,000: 1.85% $250,001 - $500,000: 1.65% $500,001 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.90% $5,000,001+: 0.85%
Commissions from the sale of insurance products by licensed representatives
Subscription services starting at $295/month for individuals, $500/month for couples, $895/month for solopreneurs, and pricing based on company size for businesses
Account minimum: $25,000 Fee-only: Financial planning services starting at $295/month for individuals, $500/month for couples; yearly plans starting at $3,500 for individuals, $5,000 for couples; subscription based services starting at $895/month for solopreneurs, $10,000 yearly; Jump Start program: Individuals $2,500, Couples $3,500, Solopreneurs $5,500 (flat fees)
Main office location
Impactful Wealth Solutions
Dallas TX, United States
Number of offices
1
Most active in
Impactful Wealth Solutions has reported serving >5 clients in these states in the last 12 months.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
-
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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