Fair Planet Advisors

Certified B Corporation
Headquarters

Washington, United States

Certified Since

January 2022

Industry

Investment advising

Sector

Service with Minor Environmental Footprint

Operates In

United States

Where do you want to go? We'll get there – together. Our vision is to provide customized sustainable financial planning for the good of all people, communities, and our Earth. Our mission is to help people set and meet financial goals in alignment with their values. We specialize in socially responsible, impact, and environmentally conscious investing. Our priority is helping you take care of yourself and your family in ways that align with your values. We want to learn more about your values, identify your dreams and goals, and understand your risk tolerance in order to provide you with a customized, comprehensive financial plan. Relationships are the cornerstone of our success. "BFA" The importance of Behavioral Financial Advice and understanding the Emotions of Investing is a key component of comprehensive financial planning. The brochure linked on our website addresses the process we use and why Dave became a Certified Behavioral Financial Advisor.

Overall B Impact Score

Based on the B Impact assessment, Fair Planet Advisors earned an overall score of 146.5. The median score for ordinary businesses who complete the assessment is currently 50.9.
146.5
146.5 Overall B Impact Score
80 Qualifies for B Corp Certification
50.9 Median Score for Ordinary Businesses

Governance 13.5

Governance evaluates a company's overall mission, engagement around its social/environmental impact, ethics, and transparency. This section also evaluates the ability of a company to protect their mission and formally consider stakeholders in decision making through their corporate structure (e.g. benefit corporation) or corporate governing documents.

Mission & Engagement6.0
Ethics & Transparency5.0
+ Mission Locked2.5

What is this? A company with an Impact Business Model is intentionally designed to create a specific positive outcome for one of its stakeholders - such as workers, community, environment, or customers.


Community 46.6

Community evaluates a company’s engagement with and impact on the communities in which it operates, hires from, and sources from. Topics include diversity, equity & inclusion, economic impact, civic engagement, charitable giving, and supply chain management. In addition, this section recognizes business models that are designed to address specific community-oriented problems, such as poverty alleviation through fair trade sourcing or distribution via microenterprises, producer cooperative models, locally focused economic development, and formal charitable giving commitments.

Diversity, Equity, & Inclusion4.2
Economic Impact21.0
Civic Engagement & Giving14.4
Supply Chain Management1.5

Environment 18.1

Environment evaluates a company’s overall environmental management practices as well as its impact on the air, climate, water, land, and biodiversity. This includes the direct impact of a company’s operations and, when applicable its supply chain and distribution channels. This section also recognizes companies with environmentally innovative production processes and those that sell products or services that have a positive environmental impact. Some examples might include products and services that create renewable energy, reduce consumption or waste, conserve land or wildlife, provide less toxic alternatives to the market, or educate people about environmental problems.

Environmental Management2.8
Air & Climate5.7
Water0.2
Land & Life2.0

Customers 68.2

Customers evaluates a company’s stewardship of its customers through the quality of its products and services, ethical marketing, data privacy and security, and feedback channels. In addition, this section recognizes products or services that are designed to address a particular social problem for or through its customers, such as health or educational products, arts & media products, serving underserved customers/clients, and services that improve the social impact of other businesses or organizations.

Customer Stewardship3.9
+ Portfolio Reporting7.8
+ Targeted for Investment19.6
+ Leadership & Outreach7.8
+ Investment Criteria18.9
+ Portfolio Management10

What is this? A company with an Impact Business Model is intentionally designed to create a specific positive outcome for one of its stakeholders - such as workers, community, environment, or customers.



Previous Overall B Impact Scores

2022 Overall B Impact Score146.5

B Labs Logo - Home Link

Sign up to our Insights newsletter, a monthly digest of the latest news on economic systems change from B Lab Global.

We take the security of your data seriously, read our privacy policy for further information. For newsletter communications relating to your local region, please visit Global Partner sites to subscribe.

Copyright © 2024 B Lab. All rights reserved.