Holly Huddleson
Human Investing · Lake Oswego, Oregon
Holly Huddleson is a fee-only financial advisor at Human Investing in Lake Oswego, Oregon. Holly 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 8021446 |
| Exams passed | Series 65 (2025) |
| Firm size | 28 employees |
| Disclosures | None reported |
| Website | www.humaninvesting.com |
Request an introduction to Holly
Tell Holly a little about what you're looking for. Holly 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 Holly
Is Holly Huddleson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Holly 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 Holly charge for financial advice?
Holly charges a percentage of assets.
How much does Holly 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 Holly Huddleson based?
Holly Huddleson is based in Lake Oswego, Oregon.
What does Holly specialize in?
Holly's specialties include tax planning. Holly works with executives.
Is Holly Huddleson registered with the SEC?
Yes. Holly Huddleson is registered as an investment adviser representative in OR (CRD 8021446), 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 Holly Huddleson?
Through Holly'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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