HI
HUMAN INVESTING
SEC RegisteredLAKE OSWEGO, ORhttps://humaninvesting.com503-905-3100
Assets Under Management
$1B–$5B
Employees
28
Office Locations
1 office
Total Accounts
3382
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPension/Profit SharingCharitable Organizations
Services
financial_planningestate_planninginsurancesocial_security
Who they serve
| 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
Peter Ray Fisher
PRINCIPAL/CHIEF COMPLIANCE OFFICER
Dirk D Anderson
PRINCIPAL MANAGING MEMBER
Office locations
1 office in 1 state
OR
LAKE OSWEGOHQ
Advisors at this firm
6 advisors in the directory
David Anderson
Investment Adviser Representative
Amanda Marie Earlywine
Investment Adviser Representative
Andrew Richard Gladhill
Investment Adviser Representative
Andrew Wiemer Nelson
Investment Adviser Representative
Austin Jesse Pearce
Investment Adviser Representative
Rebecca Anne Rohleder
Investment Adviser Representative
Regulatory & compliance
CRD number
#133017
SEC Number
801-63556
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
| 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
Website
humaninvesting.comPhone
503-905-3100Find an advisor that fits
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Editorial disclosure
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.