HUMAN INVESTING
SEC RegisteredIndependent since 2004
About the firm
Human Investing is a team of advisors and credentialed experts focused on financial wellbeing, with a mission to faithfully serve the financial pursuits of all people. They offer financial planning for individuals and families as well as workplace advisory for retirement planning, serving the Northwest's leading companies.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning for individuals and families covering investments, wealth management, estate, insurance, retirement, corporate benefits, and taxes; workplace advisory for retirement plans including plan offerings, employee education, and compliance support; and specialized benefits advisory for Intel and Nike executives including fiduciary advice, concierge benefits management, and integrated financial planning via their hiPLAN™ process.
Who they serve
Individuals, families, Intel employees, Nike executives, and plan sponsors including the Northwest's leading companies and their employees.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 1,131 | $437M |
| High Net Worth Individuals | 136 | $481M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 73 | $1.3B |
| State/Municipal Entities | 8 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
6 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
16 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $3,000,000 | 1.00% |
| $3,000,001-$5,000,000 | 0.85% |
| $5,000,001-$10,000,000 | 0.80% |
| $10,000,001-$20,000,000 | 0.70% |
| $20,000,001+ | 0.50% |
Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. HUMAN INVESTING has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.