Impact Fiduciary LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 28, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,500⁠-⁠$10,000

“Financial Planning consists of an upfront charge ranging from $1,500 - $10,000 depending on complexity and an ongoing fee that is paid monthly, in advance, at a rate of $400 - $3,500 per month.”

Monthly fee

$400⁠-⁠$3,500/mo

From the same sentence as above.

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

How Impact Fiduciary LLC bills

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

• “The annual fees are negotiable and are pro-rated and paid in arrears on a quarterly basis.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”
• “Since fees are paid in arrears, no rebate will be needed upon termination of the account.”

How Impact Fiduciary LLC’s fees compare

• Its flat or project fee of $1,500-$10,000 spans the California median of $5,000. 60% of the 796 other California planners that publish a flat or project fee charge less.
• 9 of the 16 other planners in Pasadena that publish a flat or project fee charge less.

About Impact Fiduciary LLC

• Principal: Patrick Dinan
• Firm size: 3 employees.
• Credentials named in the brochure: CFP®.
• Founded: 2017 (9 years).

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

1.1% a year

Clients

174

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$155,000,000

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

288345

Website

linkedin.com/in/patrick-dinan-cfp%c2%ae-1a645a55 (opens in new tab)

Phone

(323) 615-1427

Can advise clients in 4 states: California, Louisiana, New York, Texas

Other planners in Pasadena that publish fees

• Appian Way FinancialPasadena$500⁠-⁠$5,000
• Equanimity Financial PartnersPasadena$2,500⁠-⁠$20,000
• Favor Wealth Advisors, LLCPasadena$500/hr, $2,500⁠-⁠$20,000
• Fiducia Wealth ManagementPasadena$350/hr, $2,500⁠-⁠$10,000
• Firmo Investment Consulting ServicesPasadena$150/hr, $1,050
• Foundry Financial LLCPasadena$1,000⁠-⁠$10,000

Compare all 35 planners in Pasadena