# Dennis Bassett

> Dennis Bassett is a fee-only financial advisor at Navigate Financial in Salt Lake City, Utah. Dennis charges a percentage of assets and an ongoing planning fee (ongoing planning from $299.88 a year and 0.5%–1% a year of assets managed).

Page: https://find.wellspent.co/advisors/dennis-bassett/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Navigate Financial
- **Based in:** Salt Lake City, Utah
- **Fee model:** Percentage of assets; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $299.88 a year; 0.5%–1% a year of assets managed; no asset minimum
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $337.9M across 278 accounts
- **CRD:** 7117902 (https://adviserinfo.sec.gov/individual/summary/7117902)
- **SEC registration:** Investment adviser representative in UT
- **Exams passed:** Series 65 (2024)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://navigatefinancial.com

## Frequently asked questions

### Is Dennis Bassett a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Dennis holds no broker registration, and Navigate Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Dennis charge for financial advice?

Dennis charges a percentage of assets and an ongoing planning fee.

### How much does Dennis charge?

According to Navigate Financial's website, checked October 30, 2026: ongoing planning from $299.88 a year; 0.5%–1% a year of assets managed; no asset minimum.

### Does Dennis work with clients virtually?

Yes. Navigate Financial says on its website that it works with clients remotely.

### Where is Dennis Bassett based?

Dennis Bassett is based in Salt Lake City, Utah.

### Is Dennis Bassett registered with the SEC?

Yes. Dennis Bassett is registered as an investment adviser representative in UT (CRD 7117902), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Navigate Financial manage?

Navigate Financial reports $337.9M across 278 accounts in assets under management.

### How do I contact Dennis Bassett?

Through Dennis's website, navigatefinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7117902): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://navigatefinancial.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.