Rebecca Rohleder
Human Investing · Lake Oswego, Oregon
Rebecca Rohleder is a fee-only financial advisor at Human Investing in Lake Oswego, Oregon. Rebecca 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 5930563 |
| Exams passed | Series 63 (2011) · Series 65 (2026) |
| Firm size | 28 employees |
| Disclosures | None reported |
| Website | www.humaninvesting.com |
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Questions about Rebecca
Is Rebecca Rohleder a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Rebecca 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 Rebecca charge for financial advice?
Rebecca charges a percentage of assets.
How much does Rebecca 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 Rebecca Rohleder based?
Rebecca Rohleder is based in Lake Oswego, Oregon.
What does Rebecca specialize in?
Rebecca's specialties include tax planning. Rebecca works with executives.
Is Rebecca Rohleder registered with the SEC?
Yes. Rebecca Rohleder is registered as an investment adviser representative in OR (CRD 5930563), 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 Rebecca Rohleder?
Through Rebecca'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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