IMPACTfolio®

Invest with Purpose

Financial planner in Denver, CO (show on map)

5.0

★★★★★

14 reviews

IMPACTfolio® is a fee-only fiduciary investment advisory firm based in Denver, Colorado, specializing in sustainable and responsible investing with a flat annual retainer fee.

Call (844) 218-3800

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About

IMPACTfolio®, LLC (“IMPACTfolio®”) is registered as an Investment Adviser with the Securities & Exchange Commission. Registration does not imply a certain level of skill or training. The p

resence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by IMPACTfolio® in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of IMPACTfolio®, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. By using this website, you acknowledge receipt of our 2026 Disclosure Packet. IMPACTfolio® is a registered trademark, all rights reserved. Powered by Twenty Over Ten.

Fee-only fiduciary model

Flat annual retainer fee

Holistic financial planning

Impact investing with the 3 P's (Planet, People, Profit)

Nationwide virtual client service

Climate Leader Certified

Services

Flat Fee Annual Retainer Services

IMPACTfolio® offers a flat, annual retainer fee for comprehensive financial planning and impact investing services, avoiding commission-based advice and conflicts of interest.

Fee-only fiduciary model Flat annual retainer fee Holistic financial planning Impact investing with a focus on the 3 P's: Planet, People, Profit Core and explore portfolio options Nationwide virtual client service

Credentials & Certifications

CFP® (Certified Financial Planner)

Reviews

Rating

★★★★★

Reviews

"Scott has been helpful, fair, and honest from day one."

Frequently Asked Questions

Are you a fee-only fiduciary? +

Yes. According to the CFP® Board, “the fiduciary standard of care requires that a financial advisor act solely in the client’s best interest when offering personalized financial advice.” Each advisor with IMPACTfolio®, LLC is a CERTIFIED FINANCIAL PLANNER™ and required to follow the defined fiduciary standard of care.

Are you located in Denver? +

Yes. Our office is in the Cherry Creek area of Denver at 44 Cook Street, Suite 100, Denver CO 80206. However, we primarily work virtually with clients nationwide.

What types of clients do you work with? +

Our clients tend to be hard-working individuals who understand the importance of impact investing and have more than $750,000 of investable assets. We have designed our firm to cater to this niche and created a fee structure that reflects our value. In order to deliver our high-service model, we will cap our client relationships for the entire firm. We believe this is the only way to provide quality over quantity.

Where is my money held? +

Our client’s funds are held at Charles Schwab, our designated custodian. Their role is to hold assets, execute trades initiated by IMPACTfolio®, provide monthly statements, and tax reporting. You would have 24/7 access to your accounts online.

Do you sell insurance or any other products? +

No, we do not. As a fee-only firm, we do not collect any commissions. We are only paid by our clients. We have purposefully chosen not to hold or maintain insurance licenses. However, we guide our clients on any gaps in relation to insurance planning during our financial planning process. If a policy needs to be placed, we can direct our clients to an outside insurance professional.

What do your services cost? +

The cost for our services is one easy-to-understand, flat, annual retainer fee. No hidden fees. The retainer fee includes our holistic financial planning and investment management services. Read more about it on our Pricing page.