Fee-only adviser · San Francisco, CA
Impactadvisor LLC
Impactadvisor LLC is a fee-only investment adviser registered with the securities regulator of California, with its main office in San Francisco, California. On its latest Form ADV, filed July 22, 2026, it reports $86M in regulatory assets under management, 54 individual clients and 3 employees who give 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: California |
|---|---|
| Firm CRD number | 175155 |
| Office | 2030 Union ST Ste 205 San Francisco, CA 94123 |
| Phone | (650) 200-0028 |
| Website | impactadvisor.com |
| Regulatory assets under management | $86M ($60M discretionary) |
| Individual clients | 22 non-high-net-worth, 32 high-net-worth |
| Financial planning clients | 11-25 |
| How it charges | Percentage of assets, Hourly, Fixed fee, Other |
| Services | Financial planning, Portfolio management, Pension consulting, Selection of other advisers, Educational seminars |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | July 22, 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 high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- 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.
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See all 144 fee-only advisers in San Francisco →
Nearby
- Emeryville 2 firms
- Tiburon 4 firms
- Sausalito 7 firms
- Oakland 17 firms
- Alameda 2 firms
- Albany 2 firms
- Berkeley 10 firms
- South San Francisco 2 firms
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