Find an Advisor: West Coast Region

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Contact Information

Address:
870 Market St Ste 754
San Francisco, CA 94102

Email me

Website

Phone: (415) 689-9581

Fax: (877) 586-6277

Ian McLeod, CFP®

Certified Financial Planner™ Practitioner, Accredited Investment Fiduciary™
The Impact Investors

Professional Focus and Services

As someone deeply committed to social justice, progressive politics, and sustainability, I help clients develop clear, coherent financial strategies that incorporate their social and political values every step of the way. I partner with individuals, small businesses, and non-profit organizations to make money and finance accessible and understandable.

Complimentary Financial Review

I offer a complimentary introductory call or video meeting we can learn more about one another. The primary goal is to share and understand your goals and social values, and to review what financial planning and investment management can do for you. We'll have an honest discussion of what SRI is and isn't, and then outline a plan to move forward together.

Financial Planning and SRI Investment Management

We may partner on one or many of a broad array of topics, question and issues, from the basics of investing and asset allocation to more holistic investment and financial plan development. Services may include:

  • For individuals and families
  • Personal financial goal development
  • Retirement planning and scenario development
  • Socially responsible and impact investment advice
  • Spending, savings, cash flow optimization
  • Education savings and planning
  • RSU, SSAR, stock options analysis
  • Insurance and risk management review
  • Debt review and repayment optimization
  • Tax planning in conjunction with your CPA
  • Estate planning in conjunction with your attorney

Fees and Compensation for Individuals and Families

Annual financial plan (paid monthly)
$500 setup + $150/mo to $400/mo (depending on income)

Project-based financial planning
$250/hour, 4-10 hrs typical

Limited scope financial planning (your 1-2 high priority issues)
$750-$1250 flat fee

Investment management services
Generally 1.2% or less per year for our services

When comparing investment management fees, we would do a transparent, apples-to-apples, all-in cost comparison that includes but isn't limited to our fee.

Retirement Plan Services for Non-Profits and Small Businesses

  • Setup, design, oversight, and ongoing advice for 401(k), 403(b), SEP IRA, SIMPLE IRA, and non-ERISA 403b plans
  • Fund lineup review and inclusion of socially responsible investments
  • Partner with complementary services providers (316/321/338 fiduciaries, administrators, and recordkeepers) to offer easily managed and comprehensive fiduciary services to plan trustees
  • Integration between retirement plan and many payroll providers
  • Staff education and advice
  • Model socially responsible portfolios
  • Risk tolerance assessment for participants to improve investment choices

Fees and Compensation for Non-Profits and Small Businesses

One-time setup fee: $500 to $2000

Annual flat fee: $500 to $10,000

Asset-based fee: 0.20% to 0.75% annually

Professional Affiliations

Investments and finance are constantly evolving. Participating in the myriad networks committed to socially responsible and sustainable investing is one way that I keep my skills and knowledge fresh.

  • First Affirmative Financial Network
  • Green America
  • Social Investment Forum
  • Financial Planning Association

Education and Experience

  • Started in financial services in 2002, first licensed in 2004.
  • CFP® Professional since 2008
  • Accredited Investment Fiduciary (AIF®) designation in 2011
  • BA, Latin American Studies, University of Connecticut, Storrs
  • California Insurance License #0F05736

Community Involvement

I have volunteered with and financially support a variety of progressive organizations and campaigns in the Bay Area focused on immigrant rights, economic and racial justice, environmental sustainability, and workers rights. I believe strongly in economic, racial and environmental justice, which are at the forefront of efforts to create a sustainable and just world where people matter as much as profits do.

Personal Notes

I enjoy reading non-fiction, strength training, music (downtempo, reggae, hip hop, rock), and messing with computers and phones to make them do what I want. Also trying to make sure I parent with curiosity and in solidarity.

Disclaimer

Ian McLeod is an Investment Advisory Representative of Impact Investors, Inc. Ian McLeod subscribes to a package of professional services offered by First Affirmative Financial Network, LLC. He is not an investment advisory representative of First Affirmative.

First Affirmative Financial Network is an independent Registered Investment Advisor (SEC File #801-56587).

The credentials CFP® and AIF® listed above bear trademarks.