Humanize Wealth fees and pricing
Financial planner in Seattle, Washington. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 17, 2026, Humanize Wealth charges $400 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 17, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $400/hr
“During each billing cycle, if the number of hours spent providing investment advice on a private investment fund multiplied by our hourly rate of $400 is less than the fee charged based on 50% of the fair market value of the private investment, then we will refund the client the difference in fees.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Humanize Wealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is based on a percentage of assets under management and is negotiable.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
- “Each sub-advisor delivers a written fee invoice directly to the client concurrent with each fee charge.”
How Humanize Wealth’s fees compare
- Its hourly rate of $400 is above the Washington median of $300. 81% of the 216 other Washington planners that publish an hourly rate charge less.
- 27 of the 38 other planners in Seattle that publish an hourly rate charge less.
About Humanize Wealth
“Wealth Management Services Humanize Wealth offers clients comprehensive wealth management services and tailors these services to meet the needs of each advisory client.”
- Firm size: 3 employees.
- Credentials named in the brochure: CFP®.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2023 (3 years).
Planning areas mentioned in the brochure
- Retirement planning
- College planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 21
- Employees
- 3
- Works with
- High net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, and educational seminars and workshops
- Assets managed
- $47,370,973
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 325178
- Phone
- (206) 588-6550
Other planners in Seattle that publish fees
- 2020 Financial Planning LLCSeattle$300/hr, $2,500
- Alta Via Financial PlanningSeattle$450/hr
- Arrivity Financial PlanningSeattle$400/hr
- BBJS Financial Advisors, LLCSeattle$132-$416/hr
- Breakwater Investment ManagementSeattle$350/hr, $2,500-$20,000
- Brighton Jones LLCSeattle$150-$300/hr, $5,000-$25,000
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.