Jason Hetland
Financial Planning Navigators · Maple Grove, Minnesota
Jason Hetland is a fee-only financial advisor at Financial Planning Navigators in Maple Grove, Minnesota. Jason focuses on founders (pre-exit), small business owners and retirement planning. Financial Planning Navigators reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Pre-retirees
- Retirees
Facts
| Firm | Financial Planning Navigators |
|---|---|
| Based in | Maple Grove, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $355.1M across 1,653 accounts |
| SEC registration | Investment adviser representative in MN, TX · CRD 6625930 |
| Exams passed | Series 63 (2017) · Series 65 (2023) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | fpnavigators.com |
| Profile |
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Questions about Jason
Is Jason Hetland a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and Financial Planning Navigators reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jason charge for financial advice?
Jason's firm, Financial Planning Navigators, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jason Hetland based?
Jason Hetland is based in Maple Grove, Minnesota.
What does Jason specialize in?
Jason's specialties include founders (pre-exit), small business owners, retirement planning and estate & legacy planning. Jason works with founders, pre-retirees and retirees.
Is Jason Hetland registered with the SEC?
Yes. Jason Hetland is registered as an investment adviser representative in MN and TX (CRD 6625930), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Financial Planning Navigators manage?
Financial Planning Navigators reports $355.1M across 1,653 accounts in assets under management.
How do I contact Jason Hetland?
Through Jason's website, fpnavigators.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
- Financial Planning Navigators 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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