Jeffrey Dorman
Navigate Financial · Laguna Niguel, California
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.
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Specialties
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 | $41.3M across 124 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 702817 |
| Exams passed | Series 63 (1993) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | navigate-financial.com |
How Jeffrey's firm compares
- Navigate Financial's average account is about $333,000, from its Form ADV (assets managed divided by 124 accounts).
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Questions about Jeffrey
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.
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 Financial 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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