Fee-OnlyFinder

Advisers in Gig Harbor, WA

8 advisers in Gig Harbor — 8 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (5)Flat / fixed fees (5)% of assets managed (7)

All advisers

Aerie Advisory Group LLC3025 Harborview Drive · Gig Harbor, WA 98335 · (253) 857-1616 · Flat / fixed feesCRD 333610 · % of assets, Fixed fees · $2.5 billion AUMSEC registeredNo commissions reportedBriarwood Financial2801 Hollycroft Street, Ste B #1 · Gig Harbor, WA 98335 · (360) 443-9993 · Financial planningCRD 310562 · % of assets, Hourly charges, Fixed fees · $4.7 million AUMState registeredNo commissions reportedFaire Capital Group2727 Hollycroft Street, Suite 360 · Gig Harbor, WA 98335 · (425) 533-2260 · Financial planningCRD 322829 · % of assets, Performance-based fees · $101.8 million AUMState registeredNo commissions reportedFortitude Advisory Group L.L.C.7195 Wagner Way, Suite 104 · Gig Harbor, WA 98335 · (253) 470-4977 · Financial planningCRD 116083 · % of assets, Hourly charges, Fixed fees · $467.5 million AUMSEC registeredNo commissions reportedHarborview Asset Management LLC7201 Pioneer Way, Ste B202 · Gig Harbor, WA 98335 · (253) 432-1001 · % of assets managedCRD 332767 · % of assets · $124.7 million AUMSEC registeredNo commissions reportedLighthouse Wealth Strategies, LLC3312 Rosedale St, Suite 201 · Gig Harbor, WA 98335 · (253) 948-3725 · Financial planningCRD 299334 · % of assets, Fixed fees · $844.4 million AUMSEC registeredNo commissions reportedPacific Asset Management, LLC4320 Harborview Dr · Gig Harbor, WA 98332 · (253) 649-4600 · % of assets managedCRD 115157 · % of assets · $384.8 million AUMSEC registeredNo commissions reportedPioneer Square Advisors, LLC5410 119th St CT Nw · Gig Harbor, WA 98332 · (206) 838-4880 · Financial planningCRD 143609 · Fixed fees, Other · $38.3 million AUMState registeredNo commissions reported
Talking to advisers in Gig Harbor? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.