Impact Financial fees and pricing
Financial planner in Chicago, Illinois. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 26, 2026, Impact Financial charges $800 an hour, a flat or project fee of $5,000, and a monthly fee of $400 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $800/hr
“Fees for our hourly financial planning and consulting services are typically charged at a rate of $800 per hour.”
- Flat or project fee
- $5,000
“Introductory Financial Plan: $5,000 fixed fee”
- Monthly fee
- $400/mo
“Introductory Financial Plan: $400 per month”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Impact Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees could be negotiable based on factors such as the complexity of your financial situation or total assets under management.”
- “The annual advisory fee for our wealth management services is based on a percentage of your assets under management, billed quarterly and in arrears.”
- “The fee for the first quarter shall be prorated from the date the advisory agreement is signed to the end of the first quarter.”
How Impact Financial’s fees compare
- Its hourly rate of $800 is above the Illinois median of $273. 99% of the 215 other Illinois planners that publish an hourly rate charge less.
- 53 of the 54 other planners in Chicago that publish an hourly rate charge less.
- Its flat or project fee of $5,000 is above the Illinois median of $4,500. 53% of the 175 other Illinois planners that publish a flat or project fee charge less.
- 20 of the 41 other planners in Chicago that publish a flat or project fee charge less.
About Impact Financial
“Offered Impact Financial offers comprehensive wealth management, financial planning and consultation, and tax preparation services. Wealth Management Services Impact Financial offers comprehensive wealth management services, combining investment management and financial planning services together for one fee.”
- Firm size: 2 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2020 (6 years).
Planning areas mentioned in the brochure
- Tax planning
- 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% a year
- Minimum
- $4,800 minimum fee (stated in brochure)
- Clients
- 29
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $25,779,831
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 308155
- Phone
- (312) 332-6589
Can advise clients in 2 states: Illinois, Massachusetts
Other planners in Chicago that publish fees
- Altair Advisers, LLCChicago$200-$500/hr
- Altman AdvisorsChicago$500/hr, $25,000
- Arena Private WealthChicago$250/hr
- Bayworth CapitalChicago$1,000-$10,000
- Blute Financial CoachingChicago$75/hr
- Bold Vision FinancialChicago$385/hr, $120-$500/mo
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.