Cole Thomas
Human Investing · Lake Oswego, Oregon
Cole Thomas is a fee-only financial advisor at Human Investing in Lake Oswego, Oregon. Cole 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.
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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 |
| SEC registration | Investment adviser representative in OR · CRD 8035806 |
| Exams passed | Series 65 (2025) |
| Firm size | 28 employees |
| Disclosures | None reported |
| Website | www.humaninvesting.com |
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Questions about Cole
Is Cole Thomas a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Cole 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 Cole charge for financial advice?
Cole charges a percentage of assets.
How much does Cole 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 Cole Thomas based?
Cole Thomas is based in Lake Oswego, Oregon.
What does Cole specialize in?
Cole's specialties include tax planning. Cole works with executives.
Is Cole Thomas registered with the SEC?
Yes. Cole Thomas is registered as an investment adviser representative in OR (CRD 8035806), 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 Cole Thomas?
Through Cole'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.
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