Impact Financial Llc
☆ Save with Pro
ADV data as of Mar 17, 2026
- Regulatory AUM
- $25.8M
- Discretionary
- $25.8M
- Clients
- 29
- Avg AUM / client
- $889K
- Accounts
- 120
- Employees
- 2
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 19 | $8.8M | 34.2% |
| High net worth individuals | 10 | $17.0M | 65.8% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brett A. Spencer | Registered representative | CFP | May 2020 (6y) | |
| Elizabeth Michelle Heneman | Registered representative | Mar 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/17/2026 | 1.06 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • ONGOING MONTHLY FINANCIAL PLANNING FEE
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $19.7M (76% of AUM) Mar 2026
- Truist Financial Corp $2.2M (8% of AUM) Mar 2026
- National Financial Services (Fidelity) $1.8M (7% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 17, 2026.
View current Form ADV (SEC/IAPD) ↗