IMPACT FINANCIAL LIFE PLANNING LLC

IMPACT FINANCIAL LIFE PLANNING LLC is an SEC-registered investment adviser (CRD 325805). Regulatory assets under management: $7.5M.

Registration

• CRD: 325805
• Type: Registered investment adviser
• Phone: (410) 205-6526
• Latest filing: 2026-03-19
• Regulatory AUM: $7.5M
• Discretionary AUM: $7.5M
• Clients: 1
• Accounts: 13

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 325805 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search