A complete list of active advisors currently associated with Human Investing

Warmer can help you find a great advisor at Human Investing or one who fits your needs even better.

Human Investing advises individual clients (including high‑net‑worth individuals) and retirement plan sponsors, offering comprehensive financial planning, ongoing portfolio management, tax consulting, and workplace advisory services for plan sponsors and participants. The firm presents these services as an integrated wealth management suite, typically combining financial planning with ongoing investment management and separate tax compliance or preparation engagements when requested. Investment programs are built from client plans or investment policy statements and commonly use broadly diversified, low‑cost index funds and ETFs; the firm also offers direct indexing through a Vanguard Personalized Indexing (VPI) relationship and may implement strategies across discretionary and non‑discretionary accounts. Human Investing oversees approximately $2.22 billion in regulatory assets and, unusually for a multi‑team firm, a majority of that AUM—about $1.26 billion—is reported as non‑discretionary, largely reflecting retirement plan and participant‑directed assets where the firm provides fiduciary workplace services. Compared with peers, the firm emphasizes a fee‑only fiduciary model (noting it does not accept commissions) and supplements advisory services with licensed tax consulting and automatic enrollment in third‑party class‑action monitoring unless clients opt out. It also discloses offering VPI direct indexing and related materials that may include modeled or hypothetical performance information for such strategies, a feature that is uncommon among multi‑team advisory firms.

To learn more about the advisors currently working at Human Investing, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.