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Gary A. Brooks

The architect for your financial house

Brooks, Hughes & Jones

Gig Harbor

WA

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Overview

Services

Advisor Services

  • Financial Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Brooks, Hughes & Jones, Inc. 7 years, 8 months Oct 2009 - Present
Commonwealth Financial Network 1 year, 6 months Mar 2008 - Sep 2009
Frank Russell Company 7 years, 7 months Aug 2000 - Mar 2008

Designations & Memberships

  • Financial Planning Association
    Membership
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.

Articles and Answers

Insights by Gary Brooks

Real investment gains from asset location
Published 2016-01-19 13:49:47
Don’t pay obscene fees for index funds
Published 2015-12-31 14:27:15
The Benefits of Uncertainty
Published 2015-12-02 13:36:05
The Paradox of Concentrated Stock Holdings
Published 2015-12-02 13:29:25
    *Articles are published by advisors without compensation.

    Answers

    Ask a financial questionAsk a question
    There are no answers for this advisor to display at this time.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Jan 25, 2016
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      None
    • as of date
      Mar 31, 2017
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Advisor

    Last updated on March 31, 2017
      • $57.0M
        Total Assets Under Management
      • $0
        Total Assets Under Advisement
      • 58
        number of clients
      • $982.8K
        Estimated Average Account Balance Per Client

    Brooks, Hughes & Jones

    Last updated on March 21, 2017
      • $74.5M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 249
        Accounts
      • $299.2K
        Estimated Average Account Balance

    Fees

    Types of Compensation Arrangements

    • Percentage Of Assets
    • Hourly Charges
    • Fixed Fees