Advisor at Narrative Financial Group
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
Narrative Financial Group
Location
Washougal, WA
Credentials
CFP®, ChFC®, Series 66
Industry experience
14 years
Joshua Tomeoni is a financial advisor with Narrative Financial Group in Washougal, WA, holding the CFP®, ChFC®, and Series 66 designations and 14 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Company, and Guardian Life Insurance Company. Outside of financial services, he owns and operates an entertainment company. Narrative Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and private businesses. The firm employs a long-term, buy-and-hold investment approach focused on strategic asset allocation using no-load mutual funds, ETFs, and fixed-income products, with financial planning services offered through separate engagements.
Based on Narrative Financial Group
$0 - $5,000,000: 1.00% annually $5,000,001+: 0.50% annually
$450/hour for financial planning services
Fee-only: Financial planning services charged at $450/hour, with a maximum of $500 charged six months or more in advance.
Washougal, WA
California · Oregon · Washington
Narrative Financial Group LLC
2025 - Present (1 year)
Mass Mutual Investors Services
2019 - 2025 (6 years)
MassMutual life Insurance Company
2019 - 2025 (6 years)
Guardian life Insurance Company
2011 - 2019 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 65
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