PlannerFees

Impact Advisors Group fees and pricing

Financial planner in Duxbury, Massachusetts. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 17, 2026, Impact Advisors Group charges $400 an hour, a flat or project fee of $400⁠-⁠$5,000, a monthly fee of $300⁠-⁠$2,000, and an annual fee of $10,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$400/hr
“Financial Planning engagements are offered at an hourly rate of $400 per hour.”
Flat or project fee
$400⁠-⁠$5,000
“The fixed fee can range between $400 and $5,000, depending on complexity and the needs of the client.”
Monthly fee
$300⁠-⁠$2,000/mo
“Ongoing Comprehensive Financial Planning Ongoing Comprehensive Financial Planning consists of an ongoing fee that is paid monthly, in arrears, at the rate of $300 - $2,000 per month.”
Annual fee
$10,000/yr
“The maximum annual fee for clients who are residents of Pennsylvania is $10,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Impact Advisors Group bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “Accounts initiated or terminated during a calendar month will be charged a prorated fee based on the amount of time remaining in the billing period.”
  • “Clients will receive an invoice from IAG each time IAG deducts its fee.”
  • “An account may be terminated with written notice at least 30 calendar days in advance.”

How Impact Advisors Group’s fees compare

  • Its hourly rate of $400 is above the Massachusetts median of $300. 81% of the 183 other Massachusetts planners that publish an hourly rate charge less.
  • 2 of the 2 other planners in Duxbury that publish an hourly rate charge less.
  • Its flat or project fee of $400-$5,000 spans the Massachusetts median of $4,750. 27% of the 158 other Massachusetts planners that publish a flat or project fee charge less.
  • Its annual fee of $10,000 is above the Massachusetts median of $8,250. 56% of the 62 other Massachusetts planners that publish an annual fee charge less.

About Impact Advisors Group

  • Firm size: 3 employees.
  • Registered as an adviser: 2020 (6 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Estate planning
  • College planning
  • Business owners
  • Equity compensation
  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1.15% a year
Clients
90
Employees
3
Works with
Individuals, high net worth individuals, and pension and profit sharing plans
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
Assets managed
$76,415,149
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
310716
Website
impactadvisorsgroup.com (opens in new tab)
Phone
(781) 231-9001

Can advise clients in 4 states: Georgia, Massachusetts, New Jersey, Pennsylvania

Other planners in Duxbury that publish fees

Compare all 6 planners in Duxbury

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.