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Jesse Dungan

Advisor at Fangorn Wealth Management

Updated today

Firm

Fangorn Wealth Management

Location

Vashon, WA

Credentials

Series 65, Series 66

Industry experience

1 year

About

Jesse Dungan is a financial advisor with Fangorn Wealth Management in Vashon, WA. He holds Series 65 and Series 66 licenses and has one year of industry experience. Prior to joining Fangorn Financial Services, he worked at Amazon Corporate LLC for ten years. Outside of his advisory role, he works as a compensated soccer referee. Fangorn Wealth Management provides investment advisory, portfolio management, financial planning, and educational workshops to individuals, high-net-worth clients, small businesses, foundations, and charitable organizations. The firm combines passive core allocations with targeted active strategies and employs Modern Portfolio Theory alongside scenario analysis and stress testing to manage risk, while also offering financial education and planning services.

Client services

Based on Fangorn Wealth Management

Financial planning Portfolio management Educational seminars or workshops

Expertise

Based on Fangorn Wealth Management

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) Retirement income strategy

Occupation focus

Based on Fangorn Wealth Management

Founder/Business Owner Attorney

Demographic focus

Based on Fangorn Wealth Management

Young Professionals Mid-Career Professionals

Fee options

Fixed

$2,000 per year flat fee for portfolio management on accounts between $100,001 and $250,000

Percentage

$0 - $100,000: Complimentary for financial planning clients $100,001 - $250,000: Flat fee of $2,000 per year $250,001 - $750,000: 0.50% (50 basis points) $750,001 - $1,500,000: 0.40% (40 basis points) $1,500,001 - $3,000,000: 0.30% (30 basis points) $3,000,001 - $6,000,000: 0.20% (20 basis points) $6,000,001 - $10,000,000: 0.15% (15 basis points) $10,000,001+: 0.10% (10 basis points)

Project-based

$250 per hour for financial planning; discounted hourly rates based on account size: $100,001-$250,000: $100/hour; $250,001-$750,000: $75/hour; $750,001-$3,000,000: $50/hour; above $3,000,000: complimentary (rare exceptions)

Other

Minimum fee: $2,000 per year for accounts $100,001 to $250,000 (flat fee) Fee-only: Hourly fees for financial planning at $250/hour, discounted based on portfolio size to as low as $50/hour; educational counseling at $100/hour; $500/hour fee for workshops for sponsors

Location

Vashon, WA

Most active in

Washington

Work history

Fangorn Financial Services LLC

2024 - Present (2 years)

Amazon Corporate LLC

2014 - 2024 (10 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Gelly L

Series 63, Series 65, Series 7

Seattle, WA

AllianceBernstein L.P.

Beyond the numbers, my work is about stewardship. I’ll be here for the moments that change everything. With Bernstein's experts alongside me, we’ll simplify decisions and create a plan that manages what you’ve built and evolves with your life. My time with the Seattle Seahawks organization left me with a simple standard that still guides how I show up: “Always Compete.” For me, that means treating a client’s goals like they’re my own—preparing relentlessly, getting the details right, anticipating issues early and following through until the job is done. I joined Bernstein because I wanted to serve clients from a place where excellence is the baseline and where the work is as human as it is analytical. I’m wired to ask, “Is this the optimal move?” Bernstein’s depth of thinking, team-based approach and commitment to long-term relationships aligned with how I naturally serve—consistently thoughtful, tenacious, and deeply client‑centric. I’m also drawn to roles where you’re trusted to represent something bigger than yourself, whether it’s community-facing work with the Seahawks or now as an advisor. That responsibility keeps me grounded; it’s about earning trust, protecting what clients have built and helping them make confident decisions at the moments that matter most. Some of my earliest perspective on resilience and resourcefulness came from my family’s roots in the Philippines. Growing up, I heard stories of making do with very little, even hand‑pumping water from a ground well in my parents’ village just to cook or bathe. That upbringing didn’t just teach gratitude, it also emphasized responsibility. It shaped my values early: don’t take opportunities for granted, do what you say you’ll do, and use success to take care of people. Having built a company myself, I understand the pressure experienced by entrepreneurs, who are constantly weighing risks, trade-offs and responsibilities. That background helps me empathize with business owners, executives and families who balance opportunity with complexity. And I know how freeing it is to move forward with clarity from a set of optimal decisions, especially for founders, athletes and entertainers contemplating a “second act.”

Wealth management Cross-border & expatriate issues Real estate investing General retirement planning Concentrated stock management Financial Professional FIRE (Financial Independence Retire Early) Established Professionals Approaching retirement Female Executives Women Business Owners
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Kathleen G

Series 63, Series 66

Bainbridge Island, WA

Gallagher Capital Corp.

Active portfolio management Income planning General retirement planning
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Alvin W

CFP®, Series 63, Series 65, Series 66

Kent, WA

APEX Tax & Financial Planning

General tax planning Wealth management Tax-loss harvesting Passive / index investing Founder/Business Owner
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Steven K

CFA®, Series 63

Seattle, WA

Informed Investors Group

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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Shamus M

CFA®

Seattle, WA

Red Haven Advisors, LLC

Options & derivatives strategies Tax-loss harvesting Cash flow / budgeting General tax planning
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William C

Series 63, Series 66

Seattle, WA

Puget Sound Capital Services LLC

Income planning Government Employee
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