Global Impact Wealth Management fees and pricing
Financial planner in Riverside, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 14, 2026, Global Impact Wealth Management charges $100-$350 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 14, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $100-$350/hr
“Our hourly rate ranges from $100 to $350 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Global Impact Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Accoun ng & GAAP Compliance (Item 5) - Added language confirming that the firm bills Pontera accounts in advance and that GIWM maintains GAAP compliant accoun ng records, including recording unearned advisory fees as liabili es.”
- “When GIWM provides investment management services for held-away accounts through Pontera, advisory fees are billed monthly in advance based on the account value as of the last business day of the prior month.”
- “For clients who begin service mid-cycle, fees are prorated based on the number of days services were provided during the ini al period.”
How Global Impact Wealth Management’s fees compare
- Its hourly rate of $100-$350 spans the California median of $300. 16% of the 932 other California planners that publish an hourly rate charge less.
About Global Impact Wealth Management
“In addi on to his role with Global Impact Wealth Management LLC, Robert Duncan serves as President of Simmons Capital Group and Steward Advisors Group, both located in Halfmoon, New York.”
- Principal: Robert Duncan
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2023 (3 years).
Planning areas mentioned in the brochure
- Estate planning
- College planning
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 79
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and other services
- Assets managed
- $12,364,173
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 326638
- Phone
- (617) 221-9474
Other planners in Riverside that publish fees
- C Financial and Tax AssociatesRiverside$250/hr
- Tricord Advisors, Inc.Riverside$2,500
- 10/28 Wealth Management LLCOceanside$300/hr, $500-$10,000
- 360DividendsGranite Bay$300/hr, $2,500-$10,000
- 3D Holistic WealthIrvine$300/hr, $1,500-$10,000
- 401 FinancialSan Diego$250/hr, $500
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.