James Burnett
Navigate Wealth Management · Birmingham, Alabama
James Burnett is a fee-only financial advisor at Navigate Wealth Management in Birmingham, Alabama, who holds the CFP credential. James charges a percentage of assets and focuses on retirement planning and founders (pre-exit).
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Specialties
Who they serve
- Pre-retirees
- Founders
- Mid-life transitions
- Multi-generational families
Facts
| Firm | Navigate Wealth Management |
|---|---|
| Based in | Birmingham, Alabama |
| Fee model | Percentage of assets |
| Assets under management | $429.6M across 873 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AL · CRD 4701527 |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.navigatewealth.com |
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Questions about James
Is James Burnett a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Navigate Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does James charge for financial advice?
James charges a percentage of assets.
Where is James Burnett based?
James Burnett is based in Birmingham, Alabama.
What does James specialize in?
James's specialties include retirement planning and founders (pre-exit). James works with pre-retirees, founders, mid-life transitions and multi-generational families.
What credentials does James Burnett hold?
James Burnett holds the CFP credential.
Is James Burnett registered with the SEC?
Yes. James Burnett is registered as an investment adviser representative in AL (CRD 4701527), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Navigate Wealth Management manage?
Navigate Wealth Management reports $429.6M across 873 accounts in assets under management.
How do I contact James Burnett?
Through James's website, www.navigatewealth.com.
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
- Navigate Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- 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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