An independent financial advisor in San Francisco

INDEPENDENT · FEE-ONLY

Your money questions don't arrive one at a time — a stock sale is a tax event is a portfolio decision. ImpactAdvisor LLC advises high-tax-bracket investors with all of it handled together: independent and fee-only.

Advice on the whole problem

When to sell or hedge a concentrated position, how to invest around embedded gains, what this year's bracket makes worth doing now, and the plan underneath it all — the answers depend on each other. One advisor works them together, instead of three specialists each holding a piece.

Two ways to work with us

Financial Advisory Services is the full relationship: integrated advice across portfolio, tax, and the rest of your picture, year-round. IMPACT Direct opens the same investment platform à la carte, with onboarding and oversight included, for investors who have already climbed the learning curve.

Compare service models & minimums

Frequently asked questions

What is an independent RIA?

A registered investment adviser owned by its principals rather than a bank or brokerage. Independence means the firm's revenue comes from advising clients, not from distributing anyone's products.

Do I need the full-service relationship to invest with you?

No. IMPACT Direct provides access to the same strategy platform à la carte, with onboarding included. Full service is the right fit for clients who seek financial planning or comprehensive wealth management.

What does working with you cost?

Advisory pricing is asset-based and quoted on the intro call for your situation; strategy minimums are published at impactadvisor.com/products. There are no commissions in any arrangement.