Impact Financial Life Planning LLC
Firm details
- Headquarters
- ,
- CRD number
- 325805
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Hourly Charges, Fixed Fees
- Client types
- HNWI72.44%
- Individuals27.56%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Impact Financial Life Planning LLC is an individual-owned registered investment adviser structured as an LLC that focuses on fee-for-service financial planning and portfolio management for individuals and small businesses. The firm’s client-facing activities emphasize hourly and fixed-fee engagements and include educational seminars and workshops. Its reported portfolio management activity is discretionary and is concentrated in public funds/mutual funds rather than direct-stock or active alternative strategies. The adviser does not identify as an active ESG investor and does not present as a multi-state or pension consulting specialist.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds93%
- Exchange Traded Equities7%
- Cash & Cash Equivalents1%
Contacts
1 of 1
John O'callaghan
OwnerCRD 7723884
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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