Cort Morris
Human Investing · Lake Oswego, Oregon
Cort Morris is a fee-only financial advisor at Human Investing in Lake Oswego, Oregon. Cort 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 7766748 |
| Exams passed | Series 65 (2025) |
| Firm size | 28 employees |
| Disclosures | None reported |
| Website | www.humaninvesting.com |
Request an introduction to Cort
Tell Cort a little about what you're looking for. Cort 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 Cort
Is Cort Morris a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Cort 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 Cort charge for financial advice?
Cort charges a percentage of assets.
How much does Cort 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 Cort Morris based?
Cort Morris is based in Lake Oswego, Oregon.
What does Cort specialize in?
Cort's specialties include tax planning. Cort works with executives.
Is Cort Morris registered with the SEC?
Yes. Cort Morris is registered as an investment adviser representative in OR (CRD 7766748), 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 Cort Morris?
Through Cort'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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