Clifford
Hitt

Impact Partnership Wealth, LLC

CRD#6485813
Investment Advisor
in Roswell, GA

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About this Advisor

Clifford Hitt is a financial advisor operating out of Roswell, Georgia who has 2 years of industry experience. Hitt is on the advisory team at Impact Partnership Wealth, LLC. Throughout their career, Hitt has worked at The Lloyd Group, Johnson Financial Group, Suntrust Bank, Wells Fargo, More Than Money, Investus Advisers LLC, The Impact Partnership, LLC, Impact Partnership Wealth, LLC and Kaseya. Hitt holds a Series 65 license, certifying them as an investment advisor representative, and is approved to operate in Georgia. Impact Partnership Wealth, LLC is an advisory business based in Kennesaw, GA. It has offices in 30 locations and a total of 37 advisors. It controls $292 million in assets across its 2,042 customer accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 2,042 client accounts, just 5% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Impact Partnership Wealth, LLC performs a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial advice typically vary depending on the type of services provided. However, fee types billed by Impact Partnership Wealth, LLC can consist of asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Roswell, GA

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Impact Partnership Wealth, LLC Brokerage Details

Total Assets Under Management

$291,965,318

GA Average: $3,570,121,308
Total Number of Employees

37

GA Average: 58
Total Number of Accounts

2,042

GA Average: 1,608
Average Account Size

$142,980

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Clifford Hitt Work History

Clifford has been registered as a financial advisor for 2 years.*

2022 - Present (2 years)

Kaseya

2021 - Present (3 years)

Impact Partnership Wealth, LLC

2020 - 2022 (2 years)

The Impact Partnership, LLC

2018 - 2020 (2 years)

More Than Money

2018 - 2020 (2 years)

Investus Advisers LLC

2015 - 2018 (3 years)

The Lloyd Group

2014 - 2015 (1 year)

Johnson Financial Group

2014 - 2014 (< 1 year)

Suntrust Bank

2013 - 2014 (1 year)

Wells Fargo

2010 - 2013 (3 years)

Suntrust Bank

*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 Clifford Hitt 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 Partnership Wealth, LLC

Michael Weinberger
Kennesaw, GA
Kelton Burgess
Kennesaw, GA
Bo Ruei Chen
Kennesaw, GA
Shawna Moore
Anaheim, CA
Corey Hodges
Winston Salem, NC
Randy Kohrs
Kennesaw, GA
Chelsea Redding
Kennesaw, GA
Eric Sands
Fort Lauderdale, FL

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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