Impact Retirement Advisors, Llc
- Regulatory AUM
- $828M
- Discretionary
- $828M
- Clients
- 196
- Avg AUM / client
- $4.2M
- Accounts
- 196
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 87 | $26.3M | 3.17% |
| High net worth individuals | 14 | $84.3M | 10.2% |
| Pension and profit sharing plans | 86 | $717M | 86.6% |
| Corporations and other businesses | 9 | $531K | 0.06% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Aquarius Water Conditioning 401(k) Plan Aquarius Water Conditioning | 2024 | |
| Central Specialties, Inc. Retirement Savings Plan Central Specialties, Inc. | 2024 | |
| Forstrom Bancorporation 401(k) Plan And Trust Forstrom Bancorporation Inc. | 2024 | |
| Boarman Kroos Vogel Group, Inc. 401(k) Retirement Plan Boarman Kroos Vogel Group, Inc. | 2024 | |
| Finlayson Bancshares, Inc. Esop With 401 K Provisions Finlayson Bancshares, Inc. | 2024 | |
| Northland Counseling Center, Inc.403(b) Plan Northland Counseling Center, Inc. | 2024 | |
| Border Bank 401(k) Plan & Trust Border Bank | 2024 | |
| Heritage Bancshares Group, Inc. 401(k) Retirement Plan Heritage Bancshares Group, Inc. | 2024 | |
| Big Stone Therapies, Inc. Retirement Plan Big Stone Therapies, Inc. | 2024 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Todd Anthony Mathison | Founder And Ceo | CFP | Feb 2024 (3y) | 75% or more |
| Christopher, Kelly, Melissa | Chief Compliance Officer | Jun 2024 (2y) | Less than 5% | |
| Isaac Robert King Coutier | Registered representative | Jun 2024 (2y) | ||
| Joshua Timmerman | Registered representative | Sep 2025 (1y) | ||
| Gavin James Brown | Registered representative | CFP | Oct 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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.
Retirement plans served (9)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Aquarius Water Conditioning 401(k) Plan | Aquarius Water Conditioning | 265 | $8.5M | 01/01/2024 |
| Central Specialties, Inc. Retirement Savings Plan | Central Specialties, Inc. | 407 | $54.9M | 01/01/2024 |
| Forstrom Bancorporation 401(k) Plan And Trust | Forstrom Bancorporation Inc. | 218 | $16.5M | 01/01/2024 |
| Boarman Kroos Vogel Group, Inc. 401(k) Retirement Plan | Boarman Kroos Vogel Group, Inc. | 167 | $21.0M | 01/01/2024 |
| Finlayson Bancshares, Inc. Esop With 401 K Provisions | Finlayson Bancshares, Inc. | 187 | $28.3M | 01/01/2024 |
| Northland Counseling Center, Inc.403(b) Plan | Northland Counseling Center, Inc. | 284 | $5.0M | 01/01/2024 |
| Border Bank 401(k) Plan & Trust | Border Bank | 156 | $18.9M | 01/01/2024 |
| Heritage Bancshares Group, Inc. 401(k) Retirement Plan | Heritage Bancshares Group, Inc. | 90 | $12.3M | 01/01/2024 |
| Big Stone Therapies, Inc. Retirement Plan | Big Stone Therapies, Inc. | 579 | $23.0M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 983 KB | 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Benefit Plans Administrative Services, Inc. $620M (75% 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 30, 2026.
View current Form ADV (SEC/IAPD) ↗