HIGHER IMPACT FINANCIAL, LLC

Overview

Higher Impact Financial, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves primarily individual and family clients and offers financial planning and portfolio management tailored to individuals and small businesses. Its billing mix includes asset-based (percentage of AUM) fees alongside hourly and fixed-fee arrangements. Higher Impact Financial does not market itself as an ESG-focused adviser, does not identify as a multi-state adviser, and is not positioned as a capital allocator to external fund managers.

Assets & Accounts

Public Holdings

Investments & Alternatives