David Anderson
Human Investing · Lake Oswego, Oregon
David Anderson is a fee-only financial advisor at Human Investing in Lake Oswego, Oregon, who holds the CFP credential. David 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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OR · CRD 6721929 |
| Exams passed | Series 66 (2018) |
| Firm size | 28 employees |
| Disclosures | None reported |
| Website | www.humaninvesting.com |
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Questions about David
Is David Anderson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David 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 David charge for financial advice?
David charges a percentage of assets.
How much does David 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 David Anderson based?
David Anderson is based in Lake Oswego, Oregon.
What does David specialize in?
David's specialties include tax planning. David works with executives.
What credentials does David Anderson hold?
David Anderson holds the CFP credential.
Is David Anderson registered with the SEC?
Yes. David Anderson is registered as an investment adviser representative in OR (CRD 6721929), 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 David Anderson?
Through David'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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