Impact Capital, LLC fees and pricing

Financial planner in Rockville, Maryland. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 19, 2026, Impact Capital, LLC charges $400 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $400/hr; “The negotiated fixed rate for creating client financial plans is $400 per hour.”

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

“These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
“Clients may terminate the agreement without penalty for a full refund of IC's fees within five business days of signing the Investment Advisory Contract.”
“Clients may terminate the agreement without penalty, for full refund of IC’s fees, within five business days of signing the Financial Planning Agreement.”

Its hourly rate of $400 is above the Maryland median of $300. 72% of the 156 other Maryland planners that publish an hourly rate charge less.
4 of the 8 other planners in Rockville that publish an hourly rate charge less.

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: 1% a year
Clients: 112
Employees: 4
Works with: Individuals, high net worth individuals, and charities
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed: $253,350,037
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 297413
Website: facebook.com/ImpactCapLLC (opens in new tab)
Phone: (301) 417-3300

Is something on this page wrong or out of date?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.