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Find Top Financial Advisors in Gig Harbor, Washington

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Gig Harbor, Washington
Last Updated - 27-Nov-2022

Gig Harbor has 3 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 26 non-vetted advisors in your local area. These financial advisors in Gig Harbor, Washington have an average of 24 years of experience.

NOTE: The list of financial advisors in Gig Harbor, Washington mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Gig Harbor, Washington.

Qualified Financial Advisors in Gig Harbor, Washington
Financial Advisor Experience AUM Minimum Assets Fee Structure
Michael Oldenburg
EDELMAN FINANCIAL ENGINES, LLC
2505 S. 320th Street, Suite 220,
Federal Way, WA 98003
23 Not Specified Not Specified Fee-Based
John Easley
TALLUS CAPITAL
2101 4th Avenue Suite 710,
Seattle, WA 98121
26 Not Specified $250K+ Fee-Based
Bret Butcher
CFP®
ALLWORTH FINANCIAL
9706 4th Avenue NE Suite 315,
Seattle, WA 98115
Not Disclosed Not Specified Not Specified Fee-Based

Information on Qualified Financial Advisors in Gig Harbor

Qualifications CRD# 3013655
Firm CRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 2505 S. 320th Street, Suite 220,
Federal Way,
WA
98003
Phone Number 425-386-8433

I have worked in domestic and international financial markets, which included around 10 years in Tokyo, Japan. I have always believed in the importance of having a financial game plan. So together, my clients and I work in partnership to establish, monitor and adjust their financial game plan as they pursue their financial goals.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 2552915
Firm CRD# 151298
Series 7, 63, 65

Compensation/Fee Fee-Based, Based on Assets


Office Location 2101 4th Avenue Suite 710,
Seattle,
WA
98121
Phone Number 425-260-8022

John has worked for a number of firms, most recently Merrill Lynch, where he was the sales manager for the Seattle Complex and in charge of the new advisor training program. These firms all had one thing in common, they were not as client-focused as John felt they should be. Along with two other partners, John decided it was time to start a firm that was going to put his clients first and allow him to work with clients the way he wanted to work with them. So, he started Tallus. John began his career in 1994 and has focused building his experience on risk management strategies which involve a combination of hedging, income generating, fixed income, and option strategies. With a solid background in investments and a place to implement his ideas, John continually strived to add to the quality of his relationships with his clients. Having realized the impact the economy and stock market has had on investors over the last several years, John continually analyzes the current welfare of the markets and where we are as investors. This allows him to make the necessary and well informed decisions for his clients. John grew up in Great Falls, Montana and graduated from Gonzaga University in 1994, becoming registered later that year. John currently holds series 7, 8, 9, and 63 registrations with LPL Financial, 65 registration with Financial Advocates Investment Management, as well as insurance licenses. He lives in Seattle with his wife and son and is an avid tennis competitor.

About Tallus Capital

At our firm, our mission is simple: To learn more about you, understand your needs, wants, and goals, and help you identify the personal finance strategies that may improve your lifestyle today and provide the foundation for a sound retirement in the years ahead. We understand today's financial environment. We understand that individuals face unique challenges as they prepare for retirement. And we can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals. Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management


Qualifications CRD# 5257622
Firm CRD# 111167

Compensation/Fee Fee-Based


Office Location 9706 4th Avenue NE Suite 315,
Seattle,
WA
98115
Phone Number 888-242-6766

Allworth Financial's Bret Butcher, CFP®, MBA, serves the Seattle area and has more than 14 years of research and advisory experience in the financial sector. Bret grew up in Southern California, receiving his undergraduate degree from California State University San Bernardino before going on to earn an MBA from the School of Business at the University of California, Riverside. When not enjoying all his neighborhood of Ballard has to offer with his family, Bret spends time working for dog rescue organizations. “Easily, the most rewarding part of my career is guiding someone through the planning and implementation process, and then up to, into and through retirement,” he said. Adding: “I can’t emphasize enough that, when it comes to saving, it is always better to have a plan.”

About Allworth Financial

Based out of Sacramento, California, Allworth Financial is an independent financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement. The firm, which was founded in 1993, has grown to serve more than 12,000 clients and manages over $10 billion in client assets.

Advisory Services Provided:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts


Top Financial Advisor Firms in Gig Harbor, Washington (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
FORTITUDE ADVISORY GROUP L.L.C.
7191 Wagner Way, Nw , Suite 302,
Gig Harbor, WA 98335
$337,354,510 1267 A percentage of AUM
Hourly charges
Fixed fees
LIGHTHOUSE WEALTH STRATEGIES, LLC
3312 Rosedale St , Suite 201,
Gig Harbor, WA 98335
$320,313,000 300 A percentage of AUM
Commision Based
PACIFIC ASSET MANAGEMENT, LLC
4320 Harborview Dr,
Gig Harbor, WA 98332
$248,550,000 400 A percentage of AUM
BHJ WEALTH ADVISORS
7191 Wagner Way , Suite 301,
Gig Harbor, WA 98335
$174,259,210 327 A percentage of AUM
Fixed fees

    List of Additional Advisors in Gig Harbor, Washington*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Brian Van Houten
    Inquire with Brian
    5401 32nd Ave NW, Ste 201, Gig Harbor, WA  98335 425-709-2345
    Andrew Gregor
    Inquire with Andrew
    2727 Hollycroft, Suite 330, Gig Harbor, WA  98335 253-858-3781
    Benjamin T. Willey III
    Inquire with Benjamin
    2727 Hollycroft, Suite 330, Gig Harbor, WA  98335 253-858-4416
    Morgan Stanley Financial Advisors
    Inquire with Morgan
    2727 Hollycroft, Suite 330, Gig Harbor, WA  98335 253-858-4401
    The Smalley Berman Group
    Inquire with Smalley
    2727 Hollycroft, Suite 330, Gig Harbor, WA  98335 253-858-4401
    James Smalley
    Inquire with James
    2727 Hollycroft, Suite 330, Gig Harbor, WA  98335 253-858-1221
    Rick R Larson
    Inquire with Rick
    2727 Hollycroft, Suite 330, Gig Harbor, WA  98335 253-858-4025
    The Evergreen Harbor Group
    Inquire with Evergreen
    2727 Hollycroft, Suite 330, Gig Harbor, WA  98335 253-858-4401
    Joseph A Dinelt
    Inquire with Joseph
    2727 Hollycroft, Suite 330, Gig Harbor, WA  98335 253-858-1225
    John R Mitchell
    Inquire with John
    2727 Hollycroft, Suite 330, Gig Harbor, WA  98335 253-858-4041
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      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

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      Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

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