Simply Human Advisors fees: what the firm charges

Simply Human Advisors at a glance

One of 690 fee-only firms based in Texas in the Wellspent graph.
1 advisor is listed here, who holds the CFP.
Its Form ADV reports 1 employee and 13 individual clients, 8 of them high net worth.
Its average account is about $555,000 (assets it manages divided by its 42 accounts).

Fee-only advisors in Texas · What fee-only advisors charge in Texas

Facts

Based in	Tuscola, Texas
Website	simplyhumanadvisors.com
Email	[email protected]
Phone	(749) 308-1308

Simply Human Advisors 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	0.75% a year on the first tier of assets
How it charges	Percentage of assets

In the firm's words

"We charge a simple 0.75% (less than 1%) fee on the total investment portfolio we manage" 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	$23 million
Individual clients	5
High-net-worth clients	8
Accounts managed	42
Employees	1
Planning clients	11-25
Financial planning	Offered
Form ADV filed	March 31, 2026
SEC record	CRD 319482

Advisors at this firm (1)

Dillon Cobb

CFP · CPA

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