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CFP
RH
CFP

Robert Harkson

Advisory Alpha, LLC
21 Years of Experience
Gig Harbor, WA
Sells Insurance
View SEC Summary
View SEC Summary

Robert Harkson is a CFP-designated registered investment advisor at Advisory Alpha, LLC, based in Gig Harbor, WA, with 21 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 13,831 clients with $4.4B in assets under management.

Advisory Alpha, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
66 advisors
Number of Clients
13,831 clients
Average Client Portfolio
$316K average
Assets Under Management
$4.4B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.70%

Asset-based fees range from 0.10% to 1.70% depending on the services provided and are negotiable. Clients electing Direct Series model portfolios are assessed an additional 0.10% technology trading fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4423 Point Fosdick Dr Nw, Ste 100-4, Gig Harbor, WA, 98335

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Robert collects trail commissions for Genworth LTCI policies issued when he was part of the national field force since 2004. He also owns rental property, dedicating minimal time to maintenance.

Employment History
Current Registrations
Advisory Alpha, LLC
March 2019 - Present · 7 yrs 7 mos
Previous Registrations
Phase 2 Wealth Advisors LLC
May 2017 - May 2019 · 2 yrs
Parker Financial LLC
May 2016 - February 2017 · 9 mos
Thrivent Investment Management INC.
April 2005 - May 2016 · 11 yrs 1 mo
State Registrations1 state
WA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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