Uncaged Impact
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About
Uncaged Impact provides investment management and comprehensive financial planning services aimed primarily at high‑net‑worth individuals and charitable organizations rather than mass‑market (non‑HNW) retail clients; the brochure reports $68,114 in discretionary assets under management for a single client. The firm operates as a fee‑only, independent adviser and states it can manage accounts on a discretionary basis and help coordinate with outside managers when appropriate.
The firm’s investment approach explicitly integrates clients’ financial goals with values‑based and sustainable investing preferences, using ESG and values‑aligned tools, client‑imposed restrictions, and options to implement portfolios through Betterment Advisor Solutions or third‑party managers. Financial planning services include ongoing and limited‑scope engagements that cover a wide range of topics (retirement, tax strategy, estate planning, business and cash‑flow planning) and place particular emphasis on charitable giving strategies such as donor‑advised funds.
What distinguishes this adviser from many peers is its clear focus on impact and philanthropy as core service areas combined with policies that limit proxy voting to clients while offering educational support on shareholder advocacy; the firm also notes the principal’s advanced legal and responsible‑investment training as part of its expertise. The firm does not accept commissions or performance‑based fees, does not block or aggregate trades for clients, and relies on custodial and execution services through a wrap‑style Betterment platform.
Client services
Expertise
Demographic focus
Fee options
Basic Insights Financial Planning: $2,500 to $4,000 fixed fee
$25,000 - $500,000: 1.15% annually $500,001 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.85% annually $2,000,001 - $5,000,000: 0.75% annually $5,000,001 - $10,000,000: 0.50% annually $10,000,000+: 0.45% annually
$375 per hour for Consulting Services
On-Going Financial Planning: $4,000 to $7,000 annually, payable quarterly or monthly in arrears
Account minimum: $25,000 Fee-only: On-Going Financial Planning: $4,000 to $7,000 annually; Basic Insights Financial Planning: $2,500 to $4,000 fixed fee; Consulting Services: $375/hour
Main office
Scottsdale AZ
Advisors at this office
1
Most active in
Arizona
Also doing business as
Uncaged Impact · Uncaged Impact, LLC
Disclosures
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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.
Forms ADV
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