Shane
Yonston
Impact Investors
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About this Advisor
Shane Yonston is a certified financial planner who works out of San Francisco, California who has 5 years of relevant experience. Yonston works at Impact Investors. During their career, Yonston has held roles at Blue Summit Financial Group, Inc, Cetera Advisors LLC, Protected Investors Of America, Impact Investors, Cambridge Investment Research Advisors, Inc and Cambridge Investment Research, Inc. Yonston holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to serve investors in California and Colorado. Impact Investors is an advisory firm operating out of San Francisco, CA. The firm has offices in four locations and just four advisors. It oversees $239 million in assets across its 740 client accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. The firm advises one charities and foundations. Of its 740 accounts, 23% are associated with high-net-worth individuals who have at least $1 million in assets. Impact Investors has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management typically are based on the type of financial services provided. However, fee types billed by Impact Investors most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Impact Investors Brokerage Details
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$239,153,493
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
4
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740
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$323,180
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Shane Yonston Work History
Shane has been registered as a financial advisor for 5 years.*
Impact Investors
Cambridge Investment Research Advisors, Inc
Cambridge Investment Research, Inc
Protected Investors Of America
Cetera Advisors LLC
Blue Summit Financial Group, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Shane Yonston to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Impact Investors
San Francisco, CA
San Francisco, CA
San Francisco, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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