# Jonathan Fargason

> Jonathan Fargason is a fee-only financial advisor at Navigate Wealth Management in Birmingham, Alabama, who holds the CFP credential. Jonathan charges a percentage of assets and focuses on retirement planning and founders (pre-exit).

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

## Facts

- **Firm:** Navigate Wealth Management
- **Based in:** Birmingham, Alabama
- **Fee model:** Percentage of assets
- **Assets under management (firm):** $429.6M across 873 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Founders (pre-exit)
- **Works with:** Pre-retirees, Founders, Mid-life transitions, Multi-generational families
- **CRD:** 6451899 (https://adviserinfo.sec.gov/individual/summary/6451899)
- **SEC registration:** Investment adviser representative in AL
- **Exams passed:** Series 66 (2015)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** https://www.navigatewealth.com

## Frequently asked questions

### Is Jonathan Fargason a fee-only financial advisor?

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

Jonathan charges a percentage of assets.

### Where is Jonathan Fargason based?

Jonathan Fargason is based in Birmingham, Alabama.

### What does Jonathan specialize in?

Jonathan's specialties include retirement planning and founders (pre-exit). Jonathan works with pre-retirees, founders, mid-life transitions and multi-generational families.

### What credentials does Jonathan Fargason hold?

Jonathan Fargason holds the CFP credential.

### Is Jonathan Fargason registered with the SEC?

Yes. Jonathan Fargason is registered as an investment adviser representative in AL (CRD 6451899), 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 Jonathan Fargason?

Through Jonathan's website, www.navigatewealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6451899): 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://navigatewealth.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.