TrueAdvisor
TrueAdvisor
BS
CFP
BS
CFP

Brett Stone

Impact Capital Partners LLC
29 Years of Experience
Greenwood Village, CO
View SEC Summary
View SEC Summary

Brett Stone is a CFP-designated registered investment advisor at Impact Capital Partners LLC, based in Greenwood Village, CO, with 29 years of industry experience. Brett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 230 clients with $630M in assets under management.

Impact Capital Partners LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
230 clients
Average Client Portfolio
$2.7M average
Assets Under Management
$625.6M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee is up to 2.00% based on asset level, complexity, and overall relationship. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

8101 E Prentice Ave, Suite 1080, Greenwood Village, CO, 80111

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Brett is involved with yummyTEB LLC, a food business started by his children. He and his wife are involved because minor children cannot own a business; Brett is the primary funding source and assists his wife, the CEO.

Employment History
Current Registrations
Impact Capital Partners LLC
February 2024 - Present · 2 yrs 8 mos
Previous Registrations
UBS Financial Services INC.Broker
February 2007 - February 2024 · 17 yrs
UBS Financial Services INC.
February 2007 - February 2024 · 17 yrs
Citigroup Global Markets INC.
February 2001 - February 2007 · 6 yrs
Citigroup Global Markets INC.Broker
November 1996 - February 2007 · 10 yrs 3 mos
State Registrations2 states
COTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Greenwood Village, CO →All financial advisors in Colorado →