Simply Human Advisors

Overview

Simply Human Advisors is an independent, owner-operated registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm runs a fee schedule that includes a percentage of assets under management, hourly engagements and fixed-fee arrangements, allowing flexibility for both ongoing wealth management and project-based planning work. Investment activity is centered on liquid, exchange-traded instruments; the firm shows a clear preference for equities as the primary building block of client portfolios. Simply Human Advisors does not identify itself as an active ESG investor, and it does not function as a capital allocator to third‑party alternative managers. Investment oversight is delivered on a discretionary basis, suggesting the adviser implements and rebalances portfolios on clients’ behalf rather than acting solely in a consultative role. The firm’s client base is made up of individual and family households rather than institutional or pension clients, indicating a boutique practice model that prioritizes customized planning and direct portfolio management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices