Impact Financial, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“In the event additional hours are needed either to discuss the financial plan after its delivery or for other minor financial planning topics, we will bill based on our hourly rate of $300 per hour, or the client may choose to engage with us for Ongoing Financial Planning or Wealth Management Services.”

Quarterly fee

$1,250/qtr

“Annual fees are paid quarterly in arrears at a rate of $1,250 per quarter.”

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

How Impact Financial, LLC bills

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

• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “Fees are paid quarterly in arrears, at a rate of $1,250.”

How Impact Financial, LLC’s fees compare

• Its hourly rate of $300 is above the Virginia median of $260. 53% of the 203 other Virginia planners that publish an hourly rate charge less.
• 1 of the 3 other planners in Henrico that publish an hourly rate charge less.

About Impact Financial, LLC

• Principal: Taylor Jessee
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Business owners
• 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

2% a year

Clients

40

Employees

1

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

$29,446,412

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

323394

Website

impactfinancialva.com (opens in new tab)

Phone

(804) 390-8992

Can advise clients in 2 states: Texas, Virginia

Other planners in Henrico that publish fees

• Flatiron Wealth Advisors, LLCHenrico$200⁠-⁠$500/hr, $500⁠-⁠$5,000
• Health & Wealth Works LLCHenrico$60/hr
• Virginia Investment Advisory, Inc.Henrico$400/hr
• 8TH Street Investments, LLCAlexandria$250⁠-⁠$500/hr, $2,000⁠-⁠$7,000
• Abich Financial Wealth Management, LLCAshburn$350/hr, $20,000
• Acadia Financial Services, LLCFairfax Station$400/hr, $600/yr

Compare all 5 planners in Henrico