Human Investing fees and pricing

Financial planner in Lake Oswego, Oregon. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 26, 2026, Human Investing charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $300/hr; “We will typically charge you hourly fees at a rate of $300 per hour.”

Payment and refund terms, quoted from the fee section of the brochure.

“Account Fees are assessed and paid quarterly in arrears and pro-rated for partial periods.”
“All fees are due upon presentation of our invoices and are payable to us via check or other mutually agreed upon payment method.”
“Fees for stand-alone financial planning and Tax Services are billed via traditional invoicing as described above.”

Its hourly rate of $300 is above the Oregon median of $250. 55% of the 123 other Oregon planners that publish an hourly rate charge less.
6 of the 11 other planners in Lake Oswego that publish an hourly rate charge less.

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.25% a year
Clients: 1,267
Employees: 28
Works with: Individuals, high net worth individuals, pension and profit sharing plans, and charities
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and other services
Assets managed: $2,224,161,775
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 133017
Website: humaninvesting.com (opens in new tab)
Phone: (503) 905-3100

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.