Impactfolio LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$275/hr

“The firm’s hourly rate is $275 per hour, billed in 15-minute increments.”

Annual fee

$7,501⁠-⁠$50,000/yr

“For clients in excess of $3,000,000 of AUM, the annual fee is between $7,501-$50,000 based on complexity and needs of the client.”

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

How Impactfolio LLC bills

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

• “Advisory fees are directly debited from client accounts 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 Impactfolio LLC’s fees compare

• Its hourly rate of $275 is below the Colorado median of $300. 46% of the 231 other Colorado planners that publish an hourly rate charge less.
• 17 of the 42 other planners in Denver that publish an hourly rate charge less.
• Its annual fee of $7,501-$50,000 spans the Colorado median of $7,750. 91% of the 57 other Colorado planners that publish an annual fee charge less.
• 15 of the 17 other planners in Denver that publish an annual fee charge less.

About Impactfolio LLC

• Firm size: 3 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2021 (5 years).

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

126

Employees

3

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

$288,881,574

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

291716

Website

impactfolio.co (opens in new tab)

Phone

(844) 218-3800

Can advise clients in 2 states: California, Colorado

Other planners in Denver that publish fees

• 46 North FinancialDenverUp to $10,000
• Alpha Capital Management Group LLCDenver$500⁠-⁠$100,000, $500⁠-⁠$100,000/yr
• Alpine Crest Private Wealth LLCDenver$25,000⁠-⁠$150,000, $25,000⁠-⁠$150,000/yr
• Altius Financial, Inc.Denver$10,000
• Artificial Alpha InvestmentsDenver$200⁠-⁠$500/hr
• Ask DollyDenver$50⁠-⁠$100/mo

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