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 a privately owned limited liability company that provides fee-for-service financial planning and portfolio management for individuals and small businesses, alongside educational seminars and workshops. The firm operates on hourly and fixed-fee billing rather than asset-based fees. It is not registered as a multi-state adviser, is not positioned as a capital allocator to external managers, and does not identify as an active ESG investor. The firm’s regulatory registration year is not provided and its internal classification in the snapshot is unclassified.
Assets & Accounts
Public Holdings
Investments & Alternatives
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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