Fee-only adviser · Henrico, VA
Impact Financial, LLC
Impact Financial, LLC is a fee-only investment adviser registered with the securities regulators of Texas, Virginia, with a mailing address in Henrico, Virginia (its office is a private residence, so the street address is not published). On its latest Form ADV, filed January 30, 2026, it reports $29M in regulatory assets under management, 40 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Texas, Virginia |
|---|---|
| Firm CRD number | 323394 |
| Office | Henrico, VA (mailing address; office not published) |
| Phone | (804) 390-8992 |
| Website | www.impactfinancialva.com |
| Regulatory assets under management | $29M |
| Individual clients | 24 non-high-net-worth, 16 high-net-worth |
| Financial planning clients | 51-100 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | January 30, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Henrico
- Redmond Asset Management, LLC $537M
- Norton Capital Management, Inc. $132M
- Gateway Financial Group, Inc. $21M
See all 4 fee-only advisers in Henrico →
Nearby
- Richmond 43 firms
- Glen Allen 10 firms
- Midlothian 3 firms
- Mechanicsville 1 firm
- Chesterfield 1 firm
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