Bhj Wealth Advisors

BHJ Wealth Advisors is a financial advisory firm based in Gig Harbor, WA, established in October 2009. The firm specializes in financial planning and investment management services. The team includes Gary A. Brooks Jr., Allyn M. Hughes, and Herb Gebhart, who are all Certified Financial Planners (CFP®) with extensive industry-specific education and experience. The advisors adhere to a fiduciary standard of care, acting in the best interests of their clients. Clients have full discretion over their investments, with supervision provided by the firm's Chief Compliance Officer, Gary Brooks. The firm's investment philosophy is grounded in ethical requirements and high standards of professional education. They offer comprehensive financial planning services covering areas such as insurance planning, investment planning, retirement planning, and estate planning. The advisors are committed to ongoing education and ethics requirements to maintain their certifications. Minimum initial investment or account size, fee structure, and specific terms for consumers are not explicitly mentioned in the brochure. However, the firm's compensation is solely derived from fees paid by clients, with no additional economic benefits from external entities. Gary Brooks receives a stipend for participation on an investment committee, while Allyn Hughes earns commissions as a licensed insurance agent. The firm emphasizes transparency and compliance with industry regulations to ensure client interests are prioritized.