Shift To Impact fees and pricing

Published fees

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

Hourly rate

$300/hr

“If cancelled after five business days, fees for time spent on the client’s plan up to that date, calculated at $300.00 per hour, will be due.”

Flat or project fee

$4,000

“An upfront fee of $4,000.00 for individuals or $5,000 for couples is due upon signing this financial planning agreement, unless another payment schedule is agreed upon.”

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

How Shift To Impact bills

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

• “We accept ACH payment, credit cards, debit cards and checks.”
• “Fees are negotiable based on the nature and complexity of the services to be provided.”
• “Focused Financial Planning Program/Hourly fee services Fees for the Focused Financial Planning Program are negotiable based on the nature and complexity of the services to be provided and the overall relationship with Shift to Impact.”

How Shift To Impact’s fees compare

• Its hourly rate of $300 matches the North Carolina median of $300. 49% of the 177 other North Carolina planners that publish an hourly rate charge less.
• 4 of the 11 other planners in Durham that publish an hourly rate charge less.
• Its flat or project fee of $4,000 is below the North Carolina median of $4,800. 46% of the 172 other North Carolina planners that publish a flat or project fee charge less.
• 4 of the 10 other planners in Durham that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Shift To Impact

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

• Retirement planning
• College planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Clients

3

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

312244

Website

shifttoimpact.com (opens in new tab)

Phone

(650) 269-2647

Can advise clients in 2 states: California, North Carolina

Other planners in Durham that publish fees

• Alohana Financial, LLCDurham$500/hr, $1,500
• Brooks Financial of North Carolina, LLCDurham$125/hr
• Capital Solutions Advisors, LLCDurham$200/hr, $500⁠-⁠$20,000
• Center Peak FinancialDurham$500/hr, $2,000⁠-⁠$25,000
• Diversified Investment Services LLCDurham$50⁠-⁠$250
• Fryar FinancialDurham$150/hr

Compare all 22 planners in Durham