Andrew Gladhill
Human Investing · Lake Oswego, Oregon
Andrew Gladhill is a fee-only financial advisor at Human Investing in Lake Oswego, Oregon, who holds the CFA credential. Andrew charges a percentage of assets (1.25% a year on the first tier of assets managed and no asset minimum) and focuses on tax planning.
Request an introduction to Andrew →
Specialties
Who they serve
- Executives
Facts
| Firm | Human Investing |
|---|---|
| Based in | Lake Oswego, Oregon |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1.25% a year on the first tier of assets managed · No asset minimum |
| Accepting new clients | Yes |
| Assets under management | $2.22B across 3,382 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in OR · CRD 6011358 |
| Firm size | 28 employees |
| Disclosures | None reported |
| Website | www.humaninvesting.com |
Request an introduction to Andrew
Tell Andrew a little about what you're looking for. Andrew isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Andrew
Is Andrew Gladhill a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and Human Investing reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Andrew charge for financial advice?
Andrew charges a percentage of assets.
How much does Andrew charge?
According to Human Investing's website, checked October 30, 2026: 1.25% a year on the first tier of assets managed; no asset minimum.
Where is Andrew Gladhill based?
Andrew Gladhill is based in Lake Oswego, Oregon.
What does Andrew specialize in?
Andrew's specialties include tax planning. Andrew works with executives.
What credentials does Andrew Gladhill hold?
Andrew Gladhill holds the CFA credential.
Is Andrew Gladhill registered with the SEC?
Yes. Andrew Gladhill is registered as an investment adviser representative in OR (CRD 6011358), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Human Investing manage?
Human Investing reports $2.22B across 3,382 accounts in assets under management.
How do I contact Andrew Gladhill?
Through Andrew's website, www.humaninvesting.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Human Investing website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.