Jesse Dungan
Advisor at Fangorn Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Fangorn Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Fangorn Wealth Management
Location
Vashon, WA
Credentials
Series 65, Series 66
Industry experience
1 year
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.
Based on Fangorn Wealth Management
Based on Fangorn Wealth Management
$2,000 per year flat fee for portfolio management on accounts between $100,001 and $250,000
$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)
$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)
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
Vashon, WA
Washington
Fangorn Financial Services LLC
2024 - Present (2 years)
Amazon Corporate LLC
2014 - 2024 (10 years)
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