Firm
Humanize Wealth
Seattle, Washington
Fee-only
Humanize Wealth at a glance
- One of 298 fee-only firms based in Washington in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 3 employees and 21 individual clients, 21 of them high net worth.
- Its average account is about $435,000 (assets it manages divided by its 109 accounts).
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Seattle, Washington |
|---|---|
| Website | humanizewealth.com |
| [email protected] | |
| Phone | (755) 215-9765 |
Humanize Wealth fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"1.00% per year for the first $3M" source
"0.35% per year for amounts over $50M" source
"1.00% per year for the first $3M" source
"we typically work with clients who own $2M+ in investment portfolio assets" 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 |
|---|---|
| Assets managed | $47 million |
| High-net-worth clients | 21 |
| Accounts managed | 109 |
| Employees | 3 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | August 17, 2026 |
| SEC record | CRD 325178 |