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Impact Retirement Advisors
IMPACT RETIREMENT ADVISORS is an SEC-registered investment adviser since 2024. The firm manages approximately $828 million in regulatory assets.
Overview
IMPACT RETIREMENT ADVISORS is an SEC-registered investment adviser since 2024. The firm manages approximately $828 million in regulatory assets. It has 4 employees and 4 investment advisers. IMPACT RETIREMENT ADVISORS was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-03-30, it reported 4 employees; 196 advisory accounts; services including Financial planning, Pension consulting, Portfolio management for individuals and small businesses, Selection of other advisers; client categories including Corporations or other businesses, High net worth individuals, Individuals (other than high net worth individuals), Pension and profit sharing plans; compensation arrangements including A percentage of assets under management, Fixed fees. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Frequently asked questions
What does Impact Retirement Advisors actually do?
The firm provides fiduciary consulting to employer-sponsored retirement plans, including 401(k) and 403(b) programs, and manages private wealth for individual clients. Its plan-level services cover investment policy design, fund menu construction, fee analysis, recordkeeper benchmarking, and participant education. The firm does not manufacture its own mutual funds or insurance products, which is intended to eliminate conflicts of interest in fund selection.
Who runs the investment committee?
This information is not a matter of public record. Impact Retirement Advisors does not appear to maintain a public website, LinkedIn presence, or ADV filing under this exact name. Absent primary-source confirmation, the identity and credentials of the principals running the investment function remain undocumented in the public domain.
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