Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. 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.
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.
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Qualifications
CRD# 4895365
Firm CRD# 333127
Series 65
Minimum Assets Required
$500,000
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
Fee-Only, Flat Fee
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Snider Financial Group
RICP®, CRPC®, ChSNC, ChFC, ABFP, , APMA®, CDFA®
Qualifications
Firm CRD# 117392
Series 63, 65
Minimum Assets Required
$200,000
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
Fee-Only, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 3312 Rosedale St, Suite 201 Gig Harbor, WA, 98335 | $636,643,527 | 1825 | 11 | A percentage of AUM, Fixed fees |
2 | 7195 Wagner Way, Suite 104 Gig Harbor, WA, 98335 | $429,645,351 | 1543 | 26 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
3 | 4320 Harborview Dr, Gig Harbor, WA, 98332 | $254,800,000 | 372 | 6 | A percentage of AUM |
4 | 7201 Pioneer Way, Ste B202 Gig Harbor, WA, 98335 | $108,476,235 | 32 | 2 | A percentage of AUM |
5 | 7195 Wagner Way Nw, Suite 104 Gig Harbor, WA, 98335 | $0 | 0 | 5 | A percentage of AUM |
6 | 3025 Harborview Drive, Gig Harbor, WA, 98335 | $0 | 0 | 6 | A percentage of AUM |
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.
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.
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.
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.
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.
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.
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