Fee-Only Financial Advisor | Fee Schedule

One Simple Transparent Fee

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

Schedule a Complimentary Discovery Call

Transparent Fee Schedule

At Impact Fiduciary, we believe financial advice should be transparent, conflict-free, and deeply aligned with your values. That means straightforward pricing with no hidden fees and no commission-based products.

Our comprehensive service brings together holistic financial planning, retirement strategy, sustainable investing, and disciplined portfolio management — all under a fee-only fiduciary model designed to maximize your financial life while investing in a better world.

  • 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.

Ready to talk to a fiduciary advisor? More questions | Visit FAQ

Schedule a Complimentary Discovery Call

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
Fee-Only Network