Impact Fiduciary provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 101–250 clients last fiscal year.
Impact Fiduciary reports 174 clients. They include 100 individual clients and 74 high-net-worth individuals. Of its assets, 100.0% ($155M across 705 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 57% | 23% |
| High-net-worth individuals | 43% | 77% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 100 | $36M | 23.2% | $360K |
| High-net-worth individuals | 74 | $119M | 76.8% | $1.61M |
| Total | 174 | $155M | 100% | $891K |
- Clients
- 100
- Regulatory AUM
- $36M
- AUM share
- 23.2%
- Avg. per client
- $360K
- Clients
- 74
- Regulatory AUM
- $119M
- AUM share
- 76.8%
- Avg. per client
- $1.61M
Total
- Clients
- 174
- Regulatory AUM
- $155M
- AUM share
- 100%
- Avg. per client
- $891K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Impact Fiduciary charges 0.50%–1.10% a year for its Comprehensive Wealth Management & Financial Planning. The fee is billed in arrears, is negotiable and requires an account of at least $500,000. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- An upfront charge of $1,500 to $10,000 plus a monthly fee of $400 to $3,500, paid in advance; the monthly fee is waived for investment management clients.
- Single Engagement Financial Planning
- A fixed fee of $1,000 to $10,000, negotiable, with half due at the start and the rest on completion.
- Tax Preparation
- A simple return is $600, a comprehensive return $1,250 and a business owner return $2,750, each payable in advance and non-negotiable.
Patrick Dinan owns 75% or more of Impact Fiduciary. The leadership team of Impact Fiduciary includes President Patrick Dinan. It has 3 employees, 2 of them in advisory roles.
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- 1 soliciting firm
- Owns 75% or more of Impact Fiduciary LLC
Patrick Dinan
Control person · since March 2017
Besides its headquarters, Impact Fiduciary has 0 offices, with 1 listed address in 1 state.
California · 1 listed address
- 21 Miller Alley, Suite 210, PasadenaHQ
Contact and registration details
- Legal name
- Impact Fiduciary LLC
- Headquarters
- 21 Miller Alley, Suite 210, Pasadena, CA 91105
- Website
- impactfiduciary.com
- Phone
- 323-615-1427
- SEC file
- 801-134918
- Structure
- California LLC
- Fiscal year end
- December
Impact Fiduciary’s named custodian for separately managed accounts is Altruist ($155M). Impact Fiduciary does not have custody of client assets.
- AltruistAltruist Financial LLC · Culver City, CA · $155M100%
At year end, Impact Fiduciary’s separately managed accounts were mostly in stocks (88%) and funds (12%).
What the accounts hold
- Stocks88%
- Funds12%
How many clients does Impact Fiduciary have?
Impact Fiduciary has 174 clients and manages $155 million for them, as of July 2026. They include 100 individual clients and 74 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 28 July 2026
What services does Impact Fiduciary offer?
Impact Fiduciary provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Impact Fiduciary charge?
Impact Fiduciary charges 0.50%–1.10% a year for its Comprehensive Wealth Management & Financial Planning. The fee is billed in arrears, is negotiable and requires an account of at least $500,000.
Source: IMPACT FIDUCIARY ADV PART 2A & 2B, filed 28 July 2026
Which custodians does Impact Fiduciary use?
Impact Fiduciary’s separately managed account assets are held at Altruist Financial LLC (Culver City, CA), with $155M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 28 July 2026
How many financial advisors does Impact Fiduciary have?
Impact Fiduciary has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Impact Fiduciary invest in?
At the end of its last fiscal year, Impact Fiduciary’s separately managed accounts held 88% exchange-traded equities and 12% registered funds (mutual funds, ETFs, BDCs).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Impact Fiduciary have a minimum investment?
Yes, Impact Fiduciary’s minimum account size for its Comprehensive Wealth Management & Financial Planning is $500K.
Source: IMPACT FIDUCIARY ADV PART 2A & 2B, filed 28 July 2026
Who owns Impact Fiduciary?
Impact Fiduciary’s direct owner is Patrick Dinan (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 28 July 2026
How does Impact Fiduciary get paid?
Impact Fiduciary is paid through a percentage of assets under management, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Impact Fiduciary?
Impact Fiduciary’s main office is at 21 Miller Alley, Suite 210, Pasadena, CA 91105. Its phone number is 323-615-1427. Its website is impactfiduciary.com.
