Find a Financial Advisor in Gig Harbor, WA

 

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We did the hard work of finding trustworthy partners in Gig Harbor, WA.

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We Only Work With The Best Gig Harbor Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Gig Harbor, WA


  • Financial Advisor Close to Gig Harbor, WA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Gig Harbor, WA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Gig Harbor, WA

We evaluated over 13,000 RIA firms to bring you the best of the best Gig Harbor financial advisors.
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How Retirement-Friendly is Gig Harbor, WA?

  • Population: 9,854
  • % of Population 62 Years and Over: 29.5%
  • Average Home Value: $468,900
  • Average Monthly Housing Cost: $1,478
  • Average Household Income: $119,032
  • Washington Total Tax Burden: 8.34% (24th Highest in U.S.)
  • Washington Property Tax: 2.65% (20th Lowest in U.S.)
  • Washington Individual Income Tax: 0.00% (Lowest in U.S.)
  • Washington Sales and Excise Tax: 5.69% (3rd Highest in U.S.)



The Top Financial Advisor Firms in Gig Harbor, WA

 

PACIFIC ASSET MANAGEMENT, LLC

Website

(253) 649-4600

4320 Harborview Dr

Gig Harbor, WA 98332

SEC#: 801-60894
Years in Business: 19 years

LIGHTHOUSE WEALTH STRATEGIES, LLC

Website

(253) 948-3725

3312 Rosedale st Nw
Suite 201
Gig Harbor, WA 98335

SEC#: 801-114372
Years in Business: 2 years

FORTITUDE ADVISORY GROUP L.L.C.

Website

(253) 470-4977

7191 Wagner Way, Nw
Suite 302
Gig Harbor, WA 98335

SEC#: 801-60827
Years in Business: 19 years

BHJ WEALTH ADVISORS

Website

(253) 534-8888

7191 Wagner Way Nw
Suite 301
Gig Harbor, WA 98335

SEC#: 801-118204
Years in Business: 1 years

SOWELL FINANCIAL SERVICES, LLC

Website

(253) 948-3723

3312 Rosedale Street, Nw Suite 201

Gig Harbor, WA 98335

SEC#: 801-63991
Years in Business: 16 years

FORTITUDE ADVISORY GROUP L.L.C.

Website

(602) 740-2725

6908 92nd Str. Ct. Nw

Gig Harbor, WA 98332

SEC#: 801-60827
Years in Business: 19 years

ADVISORY ALPHA, LLC

Website

(253) 509-0390

4423 Pt. Fosdick Dr. Nw
100-4
Gig Harbor, WA 98335

SEC#: 801-72499
Years in Business: 10 years

MOLONEY SECURITIES ASSET MANAGEMENT LLC

Website

(253) 358-3905

5801 Soundview Drive
Suite 252
Gig Harbor, WA 98335

SEC#: 801-107149
Years in Business: 5 years

DECISIONPOINT FINANCIAL, LLC

Website

(253) 883-4143

5727 Baker Way
Suite 101
Gig Harbor, WA 98332

SEC#: 801-113384
Years in Business: 3 years

 


Gig Harbor, WA Financial Advisor FAQs

Financial advisors are typically paid an assortment of different ways. Some advisors are incentivized through commission, others are salaried, and some are equity-aligned.
It really depends on the type of advisor and services provided. The cost for financial advisors varies depending on what kind of advisor you're looking for, the level of service they offer and their licensing requirements.
Financial advisors have many different responsibilities depending on their specialty and level of certifications. Some professionals may recommend investment portfolios to individuals or companies while others work with clients seeking to set up a comprehensive financial plan for life events such as retirement.
Find a professional with a good track record who is trustworthy and straightforward. You need someone who understands your goals and risk tolerance, has products with quality investments, reviews regularly, regularly reviews your account without you asking for it, is open about how they charge you and is transparent about their performance.