# Leslie Rosenberg

> Leslie Rosenberg is a fee-only financial advisor at Humanize Wealth in Seattle, Washington, who holds the CFP credential. Leslie charges a percentage of assets (1% a year on the first tier of assets managed and typically works with clients with $2,000,000 or more) and focuses on sustainable & impact investing, estate & legacy planning and tax planning.

Page: https://find.wellspent.co/advisors/leslie-rosenberg/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Humanize Wealth
- **Based in:** Seattle, Washington
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1% a year on the first tier of assets managed; typically works with clients with $2,000,000 or more
- **Assets under management (firm):** $47.4M across 109 accounts
- **Credentials:** CFP
- **Specialties:** Sustainable & impact investing, Estate & legacy planning, Tax planning, Family wealth transfer
- **CRD:** 5173650 (https://adviserinfo.sec.gov/individual/summary/5173650)
- **SEC registration:** Investment adviser representative in WA
- **Exams passed:** Series 63 (2008)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://humanizewealth.com

## Frequently asked questions

### Is Leslie Rosenberg a fee-only financial advisor?

Yes. Leslie Rosenberg is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Leslie's firm.

### How does Leslie charge for financial advice?

Leslie charges a percentage of assets.

### How much does Leslie charge?

According to Humanize Wealth's website, checked October 28, 2026: 1% a year on the first tier of assets managed; typically works with clients with $2,000,000 or more.

### Where is Leslie Rosenberg based?

Leslie Rosenberg is based in Seattle, Washington.

### What does Leslie specialize in?

Leslie's specialties include sustainable & impact investing, estate & legacy planning, tax planning and family wealth transfer.

### What credentials does Leslie Rosenberg hold?

Leslie Rosenberg holds the CFP credential.

### Is Leslie Rosenberg registered with the SEC?

Yes. Leslie Rosenberg is registered as an investment adviser representative in WA (CRD 5173650), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Humanize Wealth manage?

Humanize Wealth reports $47.4M across 109 accounts in assets under management.

### How do I contact Leslie Rosenberg?

Through Leslie's website, humanizewealth.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/leslie-rosenberg-10092): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.humanizewealth.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.