ETHICAL WEALTH MANAGEMENT. YOUR RULES.
Invest with an advisor who actually shares your values
You shouldn't have to choose between a solid return and a clean conscience. Our team will work with you to build a custom portfolio that excludes exactly what you don't support, no exceptions. You see every holding, and a personal advisor handles the heavy lifting. Finally, you can invest with your eyes wide open. Start by building a free portfolio. It takes under 60 seconds.
Your Portfolio
$13,579
S&P 500
$11,901
14.10%
Professionally guided investment | SEC Registered | backed by:
ETHICAL WEALTH MANAGEMENT. YOUR RULES.
Invest with an advisor who actually shares your values
You shouldn't have to choose between a solid return and a clean conscience. Our team will work with you to build a custom portfolio that excludes exactly what you don't support, no exceptions. You see every holding, and a personal advisor handles the heavy lifting. Finally, you can invest with your eyes wide open. Start by building a free portfolio. It takes under 60 seconds.
Your Portfolio
$13,579
S&P 500
$11,901
14.10%
Professionally guided investment | SEC Registered | backed by:
ETHICAL WEALTH MANAGEMENT. YOUR RULES.
Invest with an advisor who actually shares your values
You shouldn't have to choose between a solid return and a clean conscience. Our team will work with you to build a custom portfolio that excludes exactly what you don't support, no exceptions. You see every holding, and a personal advisor handles the heavy lifting. Finally, you can invest with your eyes wide open. Start by building a free portfolio. It takes under 60 seconds.
Your Portfolio
$13,579
S&P 500
$11,901
14.10%
Professionally guided investment
SEC Registered
backed by:
2100+
Supported by a network of 2100+ financial advisors
24/7
24/7 live account support from U.S. based service professionals
$0
Get started today, no minimum investment required
2100+
Supported by a network of 2100+ financial advisors
24/7
24/7 live account support from U.S. based service professionals
$0
Get started today, no minimum investment required
2100+
Supported by a network of 2100+ financial advisors
24/7
24/7 live account support from U.S. based service professionals
$0
Get started today, no minimum investment required
Wealth management on your terms
Stop settling for a one-size-fits all approach
You know what you want to avoid, but "sustainable" funds rarely let you look inside. Instead, you get robo-advisors that sideline your values or traditional advisors who nod along before putting you in the same fund as everyone else. Even "green" funds hide oil and weapons behind vague, complicated scores.
You shouldn’t have to compromise. That’s why we built Honestly. We don’t just give you a product; we give you a partner. You pick the industries to exclude, you see every single stock, and we provide the expert strategy to grow your wealth on your terms.
Because where your money goes matters as much as how it grows.
Wealth management on your terms
Stop settling for a one-size-fits all approach
You know what you want to avoid, but "sustainable" funds rarely let you look inside. Instead, you get robo-advisors that sideline your values or traditional advisors who nod along before putting you in the same fund as everyone else. Even "green" funds hide oil and weapons behind vague, complicated scores.
You shouldn’t have to compromise. That’s why we built Honestly. We don’t just give you a product; we give you a partner. You pick the industries to exclude, you see every single stock, and we provide the expert strategy to grow your wealth on your terms.
Because where your money goes matters as much as how it grows.
Wealth management on your terms
Stop settling for a one-size-fits all approach
You know what you want to avoid, but "sustainable" funds rarely let you look inside. Instead, you get robo-advisors that sideline your values or traditional advisors who nod along before putting you in the same fund as everyone else. Even "green" funds hide oil and weapons behind vague, complicated scores.
You shouldn’t have to compromise. That’s why we built Honestly. We don’t just give you a product; we give you a partner. You pick the industries to exclude, you see every single stock, and we provide the expert strategy to grow your wealth on your terms.
Because where your money goes matters as much as how it grows.
Three steps to a portfolio that actually reflects what you believe in
1
Exclude what you don't support
Choose from 14+ categories like tobacco or oil. We build your investing strategy around the industries you blacklist.
2
Review your custom portfolio
Forget vague funds. Instantly get a diversified portfolio where every holding is 100% visible. No black boxes, no surprises.
3
Invest with a real partner
Talk to a personal financial advisor who respects your rules. Real human support to help you invest with total confidence.
Three steps to a portfolio that actually reflects what you believe in
1
Exclude what you don't support
Choose from 14+ categories like tobacco or oil. We build your investing strategy around the industries you blacklist.
2
Review your custom portfolio
Forget vague funds. Instantly get a diversified portfolio where every holding is 100% visible. No black boxes, no surprises.
3
Invest with a real partner
Talk to a personal financial advisor who respects your rules. Real human support to help you invest with total confidence.
Three steps to a portfolio that actually reflects what you believe in
1
Exclude what you don't support
Choose from 14+ categories like tobacco or oil. We build your investing strategy around the industries you blacklist.
2
Review your custom portfolio
Forget vague funds. Instantly get a diversified portfolio where every holding is 100% visible. No black boxes, no surprises.
3
Invest with a real partner
Talk to a personal financial advisor who respects your rules. Real human support to help you invest with total confidence.
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 | SEC Registered | backed by:
Professionally guided investment | SEC Registered | backed by:
Choose from 14+ industry categories
Invest in what you believe in, without the guesswork
Transfer without triggering taxes
You can move assets to value based investments without tax consequences
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 without triggering taxes
You can move assets to value based investments without tax consequences
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 without triggering taxes
You can move assets to value based investments without tax consequences
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
How is this different from an ESG fund?
Can I really see every company in my portfolio?
What if I already have investments and I want to move them?
What does it cost?
Is this actually regulated?
Is the portfolio builder actually free?
What does it cost if I decide to invest?
Is my money safe?
FAQ
How is this different from an ESG fund?
Can I really see every company in my portfolio?
What if I already have investments and I want to move them?
What does it cost?
Is this actually regulated?
Is the portfolio builder actually free?
What does it cost if I decide to invest?
Is my money safe?
FAQ
How is this different from an ESG fund?
Can I really see every company in my portfolio?
What if I already have investments and I want to move them?
What does it cost?
Is this actually regulated?
Is the portfolio builder actually free?
What does it cost if I decide to invest?
Is my money safe?
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.
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