Jonathan Fargason
Navigate Wealth Management · Birmingham, Alabama
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).
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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 6451899 |
| Exams passed | Series 66 (2015) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.navigatewealth.com |
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Questions about Jonathan
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.
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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