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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 you 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.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Finding the Best Retirement Planners in Gig Harbor, Washington
Last Updated - April 12, 2024Gig Harbor has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 4 non-vetted advisors in your local area. These retirement advisors in Gig Harbor, Washington have an average of 18 years of experience.
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List of Qualified Retirement Planning Advisors in Gig Harbor, Washington
VERIFIEDCrystal McMahon
CFP®, EA
Arrowroot Family Office
Qualifications
CRD# 1191470
Firm CRD# 168744
Series 65
Minimum Assets Required
$300,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Only, Hourly, Flat Fee, Based on Assets
VERIFIEDJohn Easley
Tallus Capital
Qualifications
CRD# 2552915
Firm CRD# 151298
Series 7, 63, 65
Minimum Assets Required
$0
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management.
Compensation/Fee
Fee-Based, Based on Assets
Advisory Services:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 4 Retirement Planning firms in Gig Harbor, Washington (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | LIGHTHOUSE WEALTH STRATEGIES, LLC 3312 Rosedale St, Suite 201 Gig Harbor, WA, 98335 | $455,446,485 | 1567 | 8 | A Percentage of AUM, Commission Based |
| 2 | FORTITUDE ADVISORY GROUP L.L.C. 7195 Wagner Way, Suite 104 Gig Harbor, WA, 98335 | $367,345,464 | 1562 | 25 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 3 | PACIFIC ASSET MANAGEMENT, LLC 4320 Harborview Dr, Gig Harbor, WA, 98332 | $236,200,000 | 389 | 7 | A Percentage of AUM |
| 4 | P3 ASSET MANAGEMENT 7195 Wagner Way Nw, Suite 104 Gig Harbor, WA, 98335 | $0 | 0 | 8 | A Percentage of AUM |
Information on Top Retirement Planning firms in Gig Harbor, Washington
QualificationsFirm CRD# 299334
Assets Under Management $455,446,485
No. Of Clients1567
Clients Per Financial Advisor196
LIGHTHOUSE WEALTH STRATEGIES, LLC is a financial advisory firm situated in Gig Harbor, Washington. With a nearly $455M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1567 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Commission Based
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
QualificationsFirm CRD# 116083
Assets Under Management $367,345,464
No. Of Clients1562
Clients Per Financial Advisor62
FORTITUDE ADVISORY GROUP L.L.C. is a financial advisory firm situated in Gig Harbor, Washington. With a nearly $367M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1562 clients. The team consists of 25 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
QualificationsFirm CRD# 115157
Assets Under Management $236,200,000
No. Of Clients389
Clients Per Financial Advisor56
PACIFIC ASSET MANAGEMENT, LLC is a financial advisory firm situated in Gig Harbor, Washington. With a nearly $236M assets under management, the firm specializes in crafting personalized retirement planning solutions for 389 clients. The team consists of 7 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
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 8 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
- Selection of Other Advisors
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Ellensburg, Washington
- Retirement Planners in Tacoma, Washington
- Retirement Planners in Vancouver, Washington
Looking for more choices? Use our free match service to compare retirement planners serving your area.