A NEW WAY TO BUILD WEALTH
Forget Greenwashing. Know what you own.
Most ethical funds are a mystery. We’re an open book. Pick the industries you want to exclude and we’ll show you what your portfolio could look like. Our advisors can help you make that a reality. Not a fund. Not a score. A way to live your values.
Your Portfolio
$13,579
S&P 500
$11,901
14.10%
Illustrative only. Not actual client results. The illustration is a result of your own user inputs and does not constitute a recommendation, or an example of past results of a recommended portfolio. Investments involve risk and past performance does not guarantee future results.
Professionally guided investment | Registered with the sec | Client assets held at:
A NEW WAY TO BUILD WEALTH
Forget Greenwashing. Know what you own.
Most ethical funds are a mystery. We’re an open book. Pick the industries you want to exclude and we’ll show you what your portfolio could look like. Our advisors can help you make that a reality. Not a fund. Not a score. A way to live your values.
Your Portfolio
$13,579
S&P 500
$11,901
14.10%
Illustrative only. Not actual client results. The illustration is a result of your own user inputs and does not constitute a recommendation, or an example of past results of a recommended portfolio. Investments involve risk and past performance does not guarantee future results.
Professionally guided investment | Registered with the sec | Client assets held at:
A NEW WAY TO BUILD WEALTH
Forget Greenwashing. Know what you own.
Most ethical funds are a mystery. We’re an open book. Pick the industries you want to exclude and we’ll show you what your portfolio could look like. Our advisors can help you make that a reality. Not a fund. Not a score. A way to live your values.
Your Portfolio
$13,579
S&P 500
$11,901
14.10%
Illustrative only. Not actual client results. The illustration is a result of your own user inputs and does not constitute a recommendation, or an example of past results of a recommended portfolio. Investments involve risk and past performance does not guarantee future results.
Professionally guided investment
Registered with the sec
Client assets held at:
2100+
Member of XYPN a network of 2100+ independent financial advisors.
24/7
24/7 Access to Charles Schwab trading technology and account infrastructure.
$0
Get started today, no minimum investment required
2100+
Member of XYPN a network of 2100+ independent financial advisors.
24/7
24/7 Access to Charles Schwab trading technology and account infrastructure.
$0
Get started today, no minimum investment required
2100+
Member of XYPN a network of 2100+ independent financial advisors.
24/7
24/7 Access to Charles Schwab trading technology and account infrastructure.
$0
Get started today, no minimum investment required
Wealth management on your terms
You deserve to know exactly what’s in your portfolio.
Most "responsible" funds are a black box. You get a green label, but with a vague score, making it impossible to know what’s actually inside.
If you’re tired of holdings buried in 50-page reports and "ethical" funds that still own oil, we built Honestly for you.
Wealth management on your terms
You deserve to know exactly what’s in your portfolio.
Most "responsible" funds are a black box. You get a green label, but with a vague score, making it impossible to know what’s actually inside.
If you’re tired of holdings buried in 50-page reports and "ethical" funds that still own oil, we built Honestly for you.
Wealth management on your terms
You deserve to know exactly what’s in your portfolio.
Most "responsible" funds are a black box. You get a green label, but with a vague score, making it impossible to know what’s actually inside.
If you’re tired of holdings buried in 50-page reports and "ethical" funds that still own oil, we built Honestly for you.
Start with your values. We’ll take it from there.
1
Choose what to exclude
Select from 14+ industries and practices you want out of your portfolio. You set the criteria, not someone else.
2
See every company
Get a diversified portfolio of individual stocks with every single holding visible. No fund bundles. No hidden positions.
3
Invest with confidence
When you're ready, your investments are held at Charles Schwab in your own account. A personal financial advisor is included at no extra cost.
Start with your values. We’ll take it from there.
1
Choose what to exclude
Select from 14+ industries and practices you want out of your portfolio. You set the criteria, not someone else.
2
See every company
Get a diversified portfolio of individual stocks with every single holding visible. No fund bundles. No hidden positions.
3
Invest with confidence
When you're ready, your investments are held at Charles Schwab in your own account. A personal financial advisor is included at no extra cost.
Start with your values. We’ll take it from there.
1
Choose what to exclude
Select from 14+ industries and practices you want out of your portfolio. You set the criteria, not someone else.
2
See every company
Get a diversified portfolio of individual stocks with every single holding visible. No fund bundles. No hidden positions.
3
Invest with confidence
When you're ready, your investments are held at Charles Schwab in your own account. A personal financial advisor is included at no extra cost.
Honestly, it's time to fix the system
Honestly
ESG Funds & ETFs
Financial Advisors
Robo-Advisors
Custom portfolio based on your personal values
See every company you invest in
Full control over where your money goes
Simple, values-first experience
Transparent, 1% flat fee
Honestly, it's time to fix the system
Honestly
ESG Funds & ETFs
Financial Advisors
Robo-Advisors
Custom portfolio based on your personal values
See every company you invest in
Full control over where your money goes
Simple, values-first experience
Transparent, 1% flat fee
Professionally guided investment | Registered with the sec | Client assets held at:
Professionally guided investment | Registered with the sec | Client assets held at:
Choose from 14+ industry categories
Invest in what you believe in, without the guesswork
Transfer your existing accounts
We can help you transfer and consolidate existing accounts from other institutions.
Keep track of your portfolio performance
Monitor your financial performance and social impact whenever you'd like
Choose from 14+ industry categories
Invest in what you believe in, without the guesswork
Transfer your existing accounts
We can help you transfer and consolidate existing accounts from other institutions.
Keep track of your portfolio performance
Monitor your financial performance and social impact whenever you'd like
Choose from 14+ industry categories
Invest in what you believe in, without the guesswork
Transfer your existing accounts
We can help you transfer and consolidate existing accounts from other institutions.
Keep track of your portfolio performance
Monitor your financial performance and social impact whenever you'd like
Honest Pricing
Annual fee
1% of assets under management
Setup fee
$0
Trading fees
$0
Rebalancing
Included
Advisor support
Included
Portfolio monitoring
Included
Impact & values tracking
Included
What does 1% actually mean for you?
If you invest $10,000, your annual fee is $100.
That covers everything: your custom portfolio, your advisor, full transparency, and ongoing optimisation.
Your fee only changes as your account grows. When you win, we win.
Honest Pricing
Annual fee
1% of assets under management
Setup fee
$0
Trading fees
$0
Rebalancing
Included
Advisor support
Included
Portfolio monitoring
Included
Impact & values tracking
Included
What does 1% actually mean for you?
If you invest $10,000, your annual fee is $100.
That covers everything: your custom portfolio, your advisor, full transparency, and ongoing optimisation.
Your fee only changes as your account grows. When you win, we win.
Honest Pricing
Annual fee
1% of assets under management
Setup fee
$0
Trading fees
$0
Rebalancing
Included
Advisor support
Included
Portfolio monitoring
Included
Impact & values tracking
Included
What does 1% actually mean for you?
If you invest $10,000, your annual fee is $100.
That covers everything: your custom portfolio, your advisor, full transparency, and ongoing optimisation.
Your fee only changes as your account grows. When you win, we win.
Your money is held by Charles Schwab
You get the freedom of a modern platform with the security of a name you already trust.
Your investments are held in your own account at Charles Schwab, one of the largest and most trusted custodians in the world.
Your money is held by Charles Schwab
You get the freedom of a modern platform with the security of a name you already trust.
Your investments are held in your own account at Charles Schwab, one of the largest and most trusted custodians in the world.
Your money is held by Charles Schwab
You get the freedom of a modern platform with the security of a name you already trust.
Your investments are held in your own account at Charles Schwab, one of the largest and most trusted custodians in the world.
FAQ
Why do ESG funds still hold companies I'd consider unethical?
How is Honestly fundamentally different from an ESG fund?
Aren't all "ethical investing" services just marketing?
What if I don't trust ESG ratings but I'm also not sure which industries to exclude myself?
Is Honestly regulated the same way ESG funds are?
Is my money safe?
Can I see Honestly's regulatory registration to verify they're legitimate?
What if I already have investments and want to move them?
What does it cost if I decide to invest?
FAQ
Why do ESG funds still hold companies I'd consider unethical?
How is Honestly fundamentally different from an ESG fund?
Aren't all "ethical investing" services just marketing?
What if I don't trust ESG ratings but I'm also not sure which industries to exclude myself?
Is Honestly regulated the same way ESG funds are?
Is my money safe?
Can I see Honestly's regulatory registration to verify they're legitimate?
What if I already have investments and want to move them?
What does it cost if I decide to invest?
FAQ
Why do ESG funds still hold companies I'd consider unethical?
How is Honestly fundamentally different from an ESG fund?
Aren't all "ethical investing" services just marketing?
What if I don't trust ESG ratings but I'm also not sure which industries to exclude myself?
Is Honestly regulated the same way ESG funds are?
Is my money safe?
Can I see Honestly's regulatory registration to verify they're legitimate?
What if I already have investments and want to move them?
What does it cost if I decide to invest?
Get started today
Even if you’re new to investing, Honestly makes it easy to get started. Our advisors help you build a portfolio that fits your values — and keeps pace with your financial goals.
One simple 1% annual fee
No setup, trading, or exit fees
Leave anytime
Get started today
Even if you’re new to investing, Honestly makes it easy to get started. Our advisors help you build a portfolio that fits your values — and keeps pace with your financial goals.
One simple 1% annual fee
No setup, trading, or exit fees
Leave anytime
Get started today
Even if you’re new to investing, Honestly makes it easy to get started. Our advisors help you build a portfolio that fits your values — and keeps pace with your financial goals.
One simple 1% annual fee
No setup, trading, or exit fees
Leave anytime
You've been looking for an advisor who gets it. Start here.
Custom portfolio. Total transparency. Strong returns.This is ethical investing without compromise.
Advisory services are offered through Honestly Financial LLC, an investment adviser registered with the Securities and Exchange Commission. Advisory services are only offered to clients or prospective clients where Honestly Financial LLC and its representatives are properly registered or exempt from registration. The information on this site is not intended as tax, accounting or legal advice, nor is it an offer or solicitation to buy or sell, or as an endorsement of any company, security, fund, or other offering. Information provided should not be solely relied upon for decision making. Please consult your legal, tax, or accounting professional regarding your specific situation. Investments involve risk and have the potential for complete loss. It should not be assumed that any recommendations made will necessarily be profitable. The information on this site is provided “AS IS” and without warranties either express or implied and the information may not be free from error. Your use of the information provided is at your sole risk.