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Find Retirement Advisors for Retirement Planning in Gig Harbor, Washington

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

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Finding the Best Retirement Planners in Gig Harbor, Washington

Last Updated - April 25, 2025

Gig Harbor has 5 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 6 non-vetted advisors in your local area. These retirement advisors in Gig Harbor, Washington have an average of 25 years of experience.

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List of Qualified Retirement Planning Advisors in Gig Harbor, Washington

advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor

Qualifications
CRD# 4895365
Firm CRD# 333127
Series 65

Minimum Assets Required
$500,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts

Compensation/Fee

Fee-Only, Flat Fee

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor
vector.svg VERIFIED

Snider Financial Group
RICP®, CRPC®, ChSNC, ChFC, ABFP, , APMA®, CDFA®

Qualifications
Firm CRD# 117392
Series 63, 65

Minimum Assets Required
$200,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Insurance Products & Annuities

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right

Top 6 Retirement Planning firms in Gig Harbor, Washington (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

3312 Rosedale St, Suite 201
Gig Harbor, WA, 98335
$636,643,527182511
A percentage of AUM, Fixed fees
2

7195 Wagner Way, Suite 104
Gig Harbor, WA, 98335
$429,645,351154326
A percentage of AUM, Hourly charges, Fixed fees, Performance Based
3

4320 Harborview Dr,
Gig Harbor, WA, 98332
$254,800,0003726
A percentage of AUM
4

7201 Pioneer Way, Ste B202
Gig Harbor, WA, 98335
$108,476,235322
A percentage of AUM
5

7195 Wagner Way Nw, Suite 104
Gig Harbor, WA, 98335
$005
A percentage of AUM
6

3025 Harborview Drive,
Gig Harbor, WA, 98335
$006
A percentage of AUM

Information on Top Retirement Planning firms in Gig Harbor, Washington

QualificationsFirm CRD# 299334

Assets Under Management $636,643,527

No. Of Clients1825

Clients Per Financial Advisor166

LIGHTHOUSE WEALTH STRATEGIES, LLC is a financial advisory firm situated in Gig Harbor, Washington. With a nearly $637M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1825 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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QualificationsFirm CRD# 116083

Assets Under Management $429,645,351

No. Of Clients1543

Clients Per Financial Advisor59

FORTITUDE ADVISORY GROUP L.L.C. is a financial advisory firm situated in Gig Harbor, Washington. With a nearly $430M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1543 clients. The team consists of 26 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Performance Based

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 115157

Assets Under Management $254,800,000

No. Of Clients372

Clients Per Financial Advisor62

PACIFIC ASSET MANAGEMENT, LLC is a financial advisory firm situated in Gig Harbor, Washington. With a nearly $255M assets under management, the firm specializes in crafting personalized retirement planning solutions for 372 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
View Full Profile

QualificationsFirm CRD# 332767

Assets Under Management $108,476,235

No. Of Clients32

Clients Per Financial Advisor16

HARBORVIEW ASSET MANAGEMENT LLC is a financial advisory firm situated in Gig Harbor, Washington. With a nearly $108M assets under management, the firm specializes in crafting personalized retirement planning solutions for 32 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Other (SUB-ADVISORY SERVICES TO OTHER ADVISERS)
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QualificationsFirm CRD# 327327

Assets Under Management $0

No. Of Clients0

Clients Per Financial Advisor0

P3 ASSET MANAGEMENT is a financial advisory firm situated in Gig Harbor, Washington. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Portfolio management for pooled investment vehicles
  • Selection for other advisors
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QualificationsFirm CRD# 333610

Assets Under Management $0

No. Of Clients0

Clients Per Financial Advisor0

AERIE ADVISORY GROUP LLC is a financial advisory firm situated in Gig Harbor, Washington. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
View Full Profile

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