Firm
Human Investing
Lake Oswego, Oregon
Fee-only
Facts
| Based in | Lake Oswego, Oregon |
|---|---|
| Website | humaninvesting.com |
| Phone | (503) 905-3100 |
Human Investing fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1.25% a year on the first tier of assets |
|---|---|
| Account minimum | None |
| How it charges | Percentage of assets |
In the firm's words
"Our fees start at 1.25% per year." source
"no account minimums and no minimum fees" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $2.2 billion |
| Individual clients | 1,131 |
| Financial planning | Offered |
| Form ADV filed | March 26, 2026 |
| SEC record | CRD 133017 |