Bruce Herbert
Newground Social Investment · Seattle, Washington
Bruce Herbert is a fee-only financial advisor at Newground Social Investment in Seattle, Washington. Bruce focuses on sustainable & impact investing. Newground Social Investment reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
- Mid-life transitions
Facts
| Firm | Newground Social Investment |
|---|---|
| Based in | Seattle, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Fees (firm's website) | Typically works with clients with $1,000,000 or more |
| Accepting new clients | Yes |
| Assets under management | $161.1M across 375 accounts |
| SEC registration | Investment adviser representative in WA · CRD 1342408 |
| Exams passed | Series 63 (1985) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.newground.net |
| Profile |
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Questions about Bruce
Is Bruce Herbert a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bruce holds no broker registration, and Newground Social Investment reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Bruce charge for financial advice?
Bruce's firm, Newground Social Investment, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
How much does Bruce charge?
According to Newground Social Investment's website, checked October 30, 2026: typically works with clients with $1,000,000 or more.
Where is Bruce Herbert based?
Bruce Herbert is based in Seattle, Washington.
What does Bruce specialize in?
Bruce's specialties include sustainable & impact investing. Bruce works with pre-retirees and mid-life transitions.
Is Bruce Herbert registered with the SEC?
Yes. Bruce Herbert is registered as an investment adviser representative in WA (CRD 1342408), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Newground Social Investment manage?
Newground Social Investment reports $161.1M across 375 accounts in assets under management.
How do I contact Bruce Herbert?
Through Bruce's website, www.newground.net.
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
- Newground Social Investment 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.
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