Firm
Humane Investing
Glen Allen, Virginia
Fee-only
Humane Investing at a glance
- One of 305 fee-only firms based in Virginia in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 47 individual clients, 21 of them high net worth.
- Its average account is about $343,000 (assets it manages divided by its 67 accounts).
- It works with clients virtually as well as in person.
Fee-only advisors in Virginia · What fee-only advisors charge in Virginia
Facts
| Based in | Glen Allen, Virginia |
|---|---|
| Website | humaneinvesting.com |
| Phone | (804) 441-1839 |
Humane Investing fees
Humane Investing doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. Ask for its Form ADV Part 2A, which must describe its fees.
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 |
|---|---|
| Assets managed | $23 million |
| Individual clients | 26 |
| High-net-worth clients | 21 |
| Accounts managed | 67 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 27, 2026 |
| SEC record | CRD 309690 |