Pricing

Fee-Only Services

Our loyalty is never to a product, a commission, or a corporation; it is always, first and foremost, to our clients.

Flexible Design

When we founded Humanity Wealth Advisors, we wanted our pricing structure to be different than the industry standard. We offer hourly, subscription, and fee base options so that you have more payment flexibility and meet your unique needs.

Competitive Rates

We believe an advisor’s number one goal should be putting money in their client’s pocket. That’s why, at Humanity, you’ll find pricing options to choose from.

Four Ways to Pay

Our service levels are tailored to your specific needs and budget. Whether you need someone to manage your assets, comprehensive financial planning, help creating a budget, or just need someone you can call when you have money questions, we have a plan for you.

Advisory Assets

Have your advisory assets managed for a competitive fee. When we oversee your assets, our comprehensive fee includes full access at any time to the Humanity team.

For clients with $50k+ assets, Humanity will manage the assets at a competitive price (fees starting at .85% / year). Why? We believe in putting your pocket book ahead of our own.

See chart below for Advisory Assets pricing specifics. Clients on the Advisory Assets plan are not subject to hourly or subscription fees.

$50,000-$249,999	.85% a year
$250,000-$499,999	.81% a year
$500,000-$749,000	.71% a year
$750,000-$999,999	.65% a year
$1,000,000-$1,249,999	.59% a year
$1,250,000-$1,749,999	.51% a year
$1,750,000-$1,999,999	.45% a year
$2,000,000 and Above	.39% a year

Hourly Price

Determine if Humanity is the right firm for you with a 30 minute complimentary consultation call.

Have a question or just need to know if you’re headed in the right direction? Humanity can meet with you on an hourly basis to advise you about your unique situation.

$299/Hour

$149 / 30 Minutes

Basic Financial Plan

Get help with a specific financial task.

Are you looking to create a comprehensive financial plan, find the right life insurance, set up a college savings plan for your child, build a budget, manage your wealth, plan for retirement, or create an estate plan? Humanity can work with you on a project-by-project basis to help you plan your financial future.

Specific pricing depends on the project and upkeep. Reach out to our office to get pricing for your unique situation.

Subscription

Try us out a few times before you make a commitment.
We offer a subscription option as a way to communicate with you throughout the year. When you have a question or a financial concern comes up, you can call us for help.

$50/Month

Calls can be broken down into as little as 15 minutes (total of 2 hours per year).