FAQs
Working with Impact Wealth Group
Why should I hire you instead of doing it myself?
We take the guesswork out of financial planning by creating a personalized strategy that aligns your investments, tax planning, and overall wealth management. With our expertise and coordination with your CPA and attorney, we help you avoid costly mistakes and optimize every aspect of your financial life—so you can focus on what matters most.
Where would my investments be held?
Your investments are held with our trusted partner, Charles Schwab. While our team is always your first point of contact, Schwab also provides a dedicated service team if you ever need additional support. This partnership ensures security, transparency, and seamless account management.
I don’t live in the Dallas/Ft. Worth or South Louisiana area, can I still work with you?
Yes. In addition to in person meetings, we work seamlessly with clients across the country through virtual meetings, ensuring you receive the same high-level service and personalized planning no matter where you are.
I keep hearing the term ‘fiduciary’—what does it mean, and are you one?
Yes, we are fiduciaries, meaning we are legally and ethically required to act in your best interest at all times. While many advisors use the term, not all are held to the same standard. Our commitment to transparency, unbiased advice, and putting your financial goals first sets us apart.
How are you paid?
We provide in-depth financial planning and investment management, typically for a flat annual fee of $12,000–$20,000, depending on the scope of work. We generally bill quarterly, with annual payment options available.
More complex circumstances may require a custom fee. Examples include large land sales into 1031/DSTs, business liquidations, and multigenerational planning. If you prefer a different fee arrangement, we can discuss it.
Financial planning is the foundation of our work. We help you keep your goals on track, meet regularly, and make coordinated decisions across your financial life, with particular attention to tax planning and tax-efficient strategies.
When appropriate, we coordinate with a Texas-based CPA and estate-planning firm that serves clients nationwide. Those services are engaged separately, and their fees are paid directly to those professionals.
What qualifies you to become my financial advisor?
Our team holds top industry credentials, including the CFP® designation, advanced degrees, and specialized certifications—requiring rigorous study and ongoing education. As an independent RIA, we provide unbiased advice with access to a wide range of financial solutions, ensuring we serve your best interests, not a firm’s sales goals.
How do you invest your personal money?
Our team invests the way we guide our clients—starting with a financial plan. A solid plan drives investment decisions based on goals, risk tolerance, and long-term strategy. We focus on strong, steady investment models rather than chasing trends, ensuring your portfolio aligns with what’s best for you.
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