Simply Human Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$13,801,923
Total clients
5
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
5
Average account size
$2,760,385
About
Simply Human Advisors provides fee‑only financial planning and investment management to individual and high‑net‑worth clients, delivering both ongoing planning engagements and limited‑scope hourly projects. The firm may refer clients to outside professionals (attorneys, accountants, insurance agents) but does not receive compensation from those referrals.
Its investment process emphasizes asset allocation informed by modern portfolio theory combined with fundamental analysis, using a mix of passive and active funds and select individual securities to build diversified portfolios of stocks, bonds, mutual funds, ETFs and cash equivalents. The firm generally manages accounts on a discretionary basis, acts as a fiduciary for retirement accounts, and tailors portfolios and client‑imposed restrictions through regular monitoring and client collaboration.
Noteworthy aspects include the firm’s very small client base with comparatively concentrated assets under management at the account level, and the inclusion of business‑planning and employee‑benefits optimization as part of its planning services for business owners. The firm’s lead advisor holds CFP®, CPA and PFS credentials; the firm does not vote client proxies, does not aggregate (block) trades, and relies on custodian statements rather than providing separate annual written performance reports.
Client services
Financial planning
Portfolio management
Fee options
$250 per hour for limited scope financial planning
Minimum fee: Minimum fee $7,500 annually; Maximum fee $30,000 annually Fee-only: Ongoing Financial Planning and Investment Management Service: 0.75% annually of assets under management
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:
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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.
Main office location
Simply Human Advisors
Abilene TX, United States
Number of offices
1
Forms ADV
Quick links
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