A San Francisco financial adviser, matched to your situation
WHO WE HELP · FEE-ONLY
ImpactAdvisor LLC is a fee-only, independent RIA. What matters on a first call is fit — so here's who we work with, and the problems we're built for.
Who we work with
High-bracket families and retirees. People who want tax strategy built into the portfolio itself, not bolted on at filing time.
Founders and business owners. Before and after a liquidity event — when the biggest tax decisions of a lifetime are on the table and still changeable.
Equity-compensated professionals. RSUs, options, and a position in employer stock that has outgrown comfort — who want out from under the concentration without a careless tax bill.
A match worth fifteen minutes?
If you saw your situation above, the intro call is the quick way to confirm it: a short conversation about what you're looking for and how we work — enough to tell whether we're a match, and we'll say so plainly either way. In person in San Francisco, or virtually.
Frequently asked questions
Who is a typical ImpactAdvisor client?
High-tax-bracket investors: professionals with concentrated employer stock, founders around a sale, and families or retirees who want portfolio and tax decisions made together — fee-only in every case.
Do you only work with people in San Francisco?
No. We meet in person in San Francisco or virtually, by appointment.
How do we find out if we're a match?
A 15-minute intro call at impactadvisor.com/consult — a short fit conversation, not a working session. Service models and minimums are published at impactadvisor.com/products.
How are you paid?
A single asset-based advisory fee — no commissions, no product compensation. The figure for your situation is quoted on the intro call, and minimums are published at impactadvisor.com/products.