Simply Human Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$23,310,210
Clients
13
62% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
13
LowAverage account size
$1,793,093
About
Simply Human Advisors provides fee-only financial planning and discretionary investment management to individual and high‑net‑worth clients. Services include ongoing comprehensive planning (retirement, estate, tax, business planning, insurance, and investment analysis) as well as limited-scope hourly planning engagements.
The firm’s investment approach emphasizes Modern Portfolio Theory, combining passive and active strategies with an asset-allocation focus, diversification, tax efficiency, and a long-term time horizon. Portfolio construction considers fund holdings, liquidity, tax characteristics, and strategic/“smart beta” factors, and the adviser implements ongoing monitoring while accommodating reasonable client‑imposed investment restrictions.
Noteworthy distinctions include a concentrated client base—13 client relationships with roughly $23.3 million in assets under management—resulting in relatively high AUM per client and a focus on individualized planning. The firm’s principal holds multiple professional credentials (CFP®, CPA, PFS) and has trust administration experience; the firm does not aggregate trades into block orders, does not vote client proxies, and relies on custodian statements rather than providing firm‑prepared annual performance reports.
Client services
Financial planning
Portfolio management
Expertise
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Retirement income strategy
Fee options
0.75% annually
$250 per hour
Minimum fee: Minimum fee of $7,500 and maximum fee of $30,000 annually Fee-only: Firm is fee-only, compensated solely by clients for advisory services
Main office location
Simply Human Advisors
Abilene TX, United States
Number of offices
1
Most active in
Simply Human Advisors has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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