Bryce Andersen is a CFP, ChFC-designated registered investment advisor at Impact Wealth Management, based in Sioux Falls, SD, with 20 years of industry experience. Bryce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 124 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management is included for clients who participate in Impact Wealth Management's ongoing comprehensive financial planning service. For clients who engage in financial coaching with investment management, the annual advisory fee is:
- $50,000 - $150,000: $1,500
- $150,001 - $250,000: $2,500
- $250,001 - $400,000: $3,500
These fees are billed monthly, in advance.
Location
4301 W 57th St, Suite 110, Sioux Falls, SD, 57108
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Regulatory History
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.
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Bryce is the CEO/President of RISE Wealth Resources, a coaching, consulting, and financial education business. He spends about 10-20% of his time on this activity, with 15 hours occurring during trading hours.
Employment History
Current Registrations
Impact Wealth Management
Previous Registrations
Oak Wealth Advisors LLC
Rise Wealth Resources, LLC
Fbl Wealth Management, LLC
Fbl Marketing Services, LLCBroker
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Nationwide Investment Services CorporationBroker
Bancwest Investment Services, INC.
Bancwest Investment Services, INC.Broker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations1 state
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.