Locally owned and operated since 2004, Human Investing’s team of credentialed, knowledgeable, and experienced Financial Advisors and Client Experience Associates share your commitment to financial well-being and security.
One of the key aspects of Human Investing is our fiduciary duty. Financial Advisors don’t receive selling commissions and must follow the federally-mandated fiduciary standard – a critical status that requires advisors to act exclusively in the best interests of our clients when offering personalized financial advice. In other words, Human Investing will provide clients with the highest level of care under the fiduciary standard.
Whether you are planning to save for your children’s education, a down payment on a home,
rolling over your 401(k), or considering retirement, you now have access to a team of experienced
financial experts that are ready to help you.
We’re fee-only, and our fees are competitive. You’ll pay 1.25% annually on assets under our management up to $500,000. For example, an account with an annual balance of $10,000 will cost $125 per year for our services.
See the attached PDF to review our service offerings. Click here to learn more about our fees, and how we partner with you every step of the way.