Jesse Dungan
Fangorn Wealth Management · Vashon, Washington
Jesse Dungan is a fee-only financial advisor at Fangorn Wealth Management in Vashon, Washington. Fangorn Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Fangorn Wealth Management |
|---|---|
| Based in | Vashon, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $8.3M across 6 accounts |
| SEC registration | Investment adviser representative in WA · CRD 7887406 |
| Exams passed | Series 65 (2024) · Series 66 (2024) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Jesse's firm compares
- Fangorn Wealth Management's average account is about $1.4 million, from its Form ADV (assets managed divided by 6 accounts).
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Questions about Jesse
Is Jesse Dungan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jesse holds no broker registration, and Fangorn Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jesse charge for financial advice?
Jesse's firm, Fangorn Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Jesse Dungan based?
Jesse Dungan is based in Vashon, Washington.
Is Jesse Dungan registered with the SEC?
Yes. Jesse Dungan is registered as an investment adviser representative in WA (CRD 7887406), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Fangorn Wealth Management manage?
Fangorn Wealth Management reports $8.3M across 6 accounts in assets under management.
How do I contact Jesse Dungan?
Contact details aren't on file yet. Search for Fangorn Wealth Management.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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