Leslie Rosenberg
Humanize Wealth · Seattle, Washington
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.
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Specialties
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 | $47.4M across 109 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WA · CRD 5173650 |
| Exams passed | Series 63 (2008) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | humanizewealth.com |
| Profile |
How Leslie's firm compares
- Humanize Wealth's average account is about $435,000, from its Form ADV (assets managed divided by 109 accounts).
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Questions about Leslie
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Humanize Wealth website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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