Top financial advisors in Gig Harbor, WA
We’ve curated a list of the best financial advisors in Gig Harbor, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$455,446,485
Number of advisors
8 advisors
| $455,446,485 | 8 advisors | |
| 2 |
Assets under management
$363,244,155
Number of advisors
25 advisors
| $363,244,155 | 25 advisors | |
| 3 |
Assets under management
$152,105,928
Number of advisors
3 advisors
| $152,105,928 | 3 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Gig Harbor, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Gig Harbor. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Lighthouse Wealth Strategies, LLC
Zachary Paul is an Investment Advisor at Lighthouse Wealth Strategies, with a BS in Operations and Supply Chain Management from the University of Utah. He obtained his Series 65 certification in August 2022. Zachary has been with Lighthouse Wealth Strategies since August 2022, also working as an Investment Advisor at Sowell Management Services and Trutoro. He has no history of legal or disciplinary events that would impact his role as an investment representative. Zachary Paul is involved in Outside Business Activities, including providing financial services for clients and owning rental property. He is a founding member of Rep Gym Pass LLC, where he manages gym memberships. Zachary is supervised by Kimberly Taurman, the Chief Compliance Officer, to ensure compliance with federal and state securities laws. For more information, visit the SEC's website using Zachary Paul's CRD number 7605633.
$455,446,485 under management
8 advisors
Fee structure
A percentage of assets under your management
Commissions
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesFortitude Advisory Group L.l.c.
Fortitude Advisory Group L.L.C. is an investment adviser registered with the SEC, providing tailored advisory services based on clients' goals, investment objectives, time horizons, and risk tolerances. The firm acts as a fiduciary, offering investment advisory services through Financial Advisors who may recommend securities or third-party money managers. Clients have the option to impose reasonable restrictions on investing. Fortitude offers Financial Advisor Directed Accounts and Third-Party Money Manager Accounts, with a focus on continuous investment advice and portfolio management. The firm provides services to individuals, retirement trusts, pension and profit-sharing plans, charitable organizations, and corporations, with a minimum account size of $25,000. Investment strategies include buy and hold, short-term purchases, trading, and short selling. Fortitude discloses potential conflicts of interest related to industry affiliations, endorsements, and compensation structures. The firm does not vote proxies on behalf of clients and does not take custody of client funds or securities. Clients receive account statements from custodians and have the option to discuss any questions regarding solicitations directly with their Financial Advisor.
$363,244,155 under management
25 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesSelection Of Other AdvisersBhj 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.
$152,105,928 under management
3 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesSelection Of Other Advisers
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Gig Harbor, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Gig Harbor. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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