Overview
Assets Under Management: $704 million
High-Net-Worth Clients: 13
Average Client Assets: $9 million
Frequently Asked Questions
IMPACT RETIREMENT ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #330475), IMPACT RETIREMENT ADVISORS is subject to fiduciary duty under federal law.
IMPACT RETIREMENT ADVISORS serves 13 high-net-worth clients according to their SEC filing dated January 29, 2026. View client details ↓
According to their SEC Form ADV, IMPACT RETIREMENT ADVISORS offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
IMPACT RETIREMENT ADVISORS manages $704 million in client assets according to their SEC filing dated January 29, 2026.
According to their SEC Form ADV, IMPACT RETIREMENT ADVISORS serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 13
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 16.24
Average High-Net-Worth Client Assets: $9 million
Total Client Accounts: 156
Discretionary Accounts: 156
Regulatory Filings
CRD Number: 330475
Filing ID: 2047027
Last Filing Date: 2026-01-29 12:14:20