Fee-Only Financial Advisor | Fee Schedule

One Simple Transparent Fee

A fee-only fiduciary model that puts your interests first —easy to understand, built for long-term success.

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Transparent Fee Schedule & Fiduciary Services

At Impact Fiduciary, we believe in clarity and integrity. That means straightforward, all-inclusive pricing — and no hidden fees or commission-based products. Whether you’re seeking comprehensive wealth management, sustainable investing, or retirement planning, our fee-only model ensures our advice is always aligned with your best interests.

  • What’s Included

    • Comprehensive financial planning, including retirement, education, tax, and estate strategies.
    • Investment management with diversified portfolios, tax-efficient approaches.
    • Continuous portfolio monitoring.
    • Scheduled reviews and ongoing planning.

  • Who We Serve

    Our model is designed for:
    • individuals and families who have $400,000+ in investable assets and want a long-term planning relationship.
    • Value transparent pricing, investment strategies and sustainable portfolio options.

  • Why Transparency Matters

    Many advisors layer on fees, charge separately for services, or earn commissions. As a fee-only fiduciary, we stay aligned with your interests. Transparent pricing builds trust and ensures every recommendation supports your best financial outcome.

Impact Fiduciary Fee Chart

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What our clients are saying

  • "My wife and I interviewed 11 different financial advisors from top firms in both LA and NY before making the decision to move forward with Chris Mastro. We could not be happier with the guidance and growth we’ve received. Chris is one of those rare individual’s who possesses a level of expertise matched by integrity."

    ★★★★★

    Ché L.

  • “In the couple years I've been working with Patrick, his guidance and expertise have increased my wealth and given me a roadmap for continued growth. He is also simply a pleasure to work with, explaining complex concepts without condescension and always with a sense he genuinely cares about a plan that is right for my specific goals.”

    ★★★★★

    Andrea T.

  • “I've been collaborating with Chris Mastro from Impact Fiduciary for nearly a year now, and I'm consistently impressed by his patience and clarity. Being in my late 20s, I'm still fairly green regarding investing. However, Chris makes the entire process less intimidating, always taking the time to break down any queries I may have.”

    ★★★★★

    Crystal J.

NAPFA
Wealthtender
Certified Financial Planner
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