Simply Human Advisors is a registered investment advisor located in Abilene, Texas, founded in 2014. The firm offers ongoing financial planning and investment management services designed to help individuals and high-net-worth clients reach their financial goals. Simply Human Advisors operates as a fee-only firm, meaning compensation comes solely from client fees rather than commissions or product sales. The firm creates personalized investment portfolios using a mix of passive and active strategies based on Modern Portfolio Theory and fundamental analysis. Financial planning covers a broad range of topics, including business consulting, cash flow and debt management, college savings, employee benefits, estate planning, insurance review, retirement planning, risk management, and tax planning strategies. Simply Human Advisors acts in the client's best interest as a legally required fiduciary for retirement accounts and manages client assets on a discretionary basis through accounts held at Charles Schwab.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Annual advisory fee is 0.75% of assets under management, subject to a minimum annual fee of $7,500 and a maximum of $30,000. Fees are negotiable.
