# Jeffrey Dorman

> Jeffrey Dorman is a fee-only financial advisor at Navigate Financial in Laguna Niguel, California, who holds the CFP credential. Jeffrey focuses on retirement planning. Navigate Financial reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** Navigate Financial
- **Based in:** Laguna Niguel, California
- **Fee model (firm's Form ADV):** Percentage of assets
- **Fees (firm's website):** a $100,000 asset minimum
- **Assets under management (firm):** $41.3M across 124 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning
- **CRD:** 702817 (https://adviserinfo.sec.gov/individual/summary/702817)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (1993)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://navigate-financial.com

## Frequently asked questions

### Is Jeffrey Dorman a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jeffrey 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 Jeffrey charge for financial advice?

Jeffrey's firm, Navigate Financial, reports charging a percentage of assets on its SEC Form ADV.

### How much does Jeffrey charge?

According to Navigate Financial's website, checked October 30, 2026: a $100,000 asset minimum.

### Where is Jeffrey Dorman based?

Jeffrey Dorman is based in Laguna Niguel, California.

### What does Jeffrey specialize in?

Jeffrey's specialties include retirement planning.

### What credentials does Jeffrey Dorman hold?

Jeffrey Dorman holds the CFP credential.

### Is Jeffrey Dorman registered with the SEC?

Yes. Jeffrey Dorman is registered as an investment adviser representative in CA (CRD 702817), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Navigate Financial manage?

Navigate Financial reports $41.3M across 124 accounts in assets under management.

### How do I contact Jeffrey Dorman?

Through Jeffrey's website, navigate-financial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/702817): 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://navigate-financial.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.