Impact Financial Planners is a FEE ONLY financial planning firm
We offer ongoing asset management as part of comprehensive financial planning.
Transparent pricing. No hidden fees.
($750/quarter minimum fee)
On the first $500,000 (1.00%)
On the next $500,000 (0.70%)
On the next $1,000,000 (0.50%)
On the next $10,000,000 (0.30%)
Above $12,000,000 (negotiated)
*According to the Inside Information, 2020 Inside Information Fee Report
We offer a Free 1-hour upfront consultation. Sign up here.
What Is A Fee Only Planner?
A Fee Only planner may not receive commissions, rebates, awards, finder’s fees, bonuses or any form of compensation from others as a result of a client’s implementation of the individual’s financial planning recommendations. Because AIO is only compensated by our clients, we can address a diverse array of financial issues that do not involve selling investment products.
Why is Fee Only Important?
Unfortunately, the vast majority of financial advisers in the United States are sellers of financial products and receive a commission. Some or all of their income may be dependent upon their ability to steer their clients to a limited number of the financial products. Many of their clients are not aware of their advisers’ dependence on selling products or the total fees they are paying.
Impact Financial Planners is bound by a fiduciary duty. We do not receive commissions or sell products so we can be unbiased and put your needs first.
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Learn about Sustainable, Responsible, Impact Investing with our free eBook. By impactfinancialplanners.com
520-325-0769, email@example.com impactfinancialplanners.com