Manuel Navarro
Ongoing Wealth Management · Key Largo, Florida
Manuel Navarro is a fee-only financial advisor at Ongoing Wealth Management in Key Largo, Florida. Ongoing Wealth Management reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Facts
| Firm | Ongoing Wealth Management |
|---|---|
| Based in | Key Largo, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $31.8M across 269 accounts |
| SEC registration | Investment adviser representative in FL · CRD 5168551 |
| Exams passed | Series 66 (2015) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.ongoingwealthmanagement.com |
| Profile |
How Manuel's firm compares
- Ongoing Wealth Management's average account is about $118,000, from its Form ADV (assets managed divided by 269 accounts).
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Questions about Manuel
Is Manuel Navarro a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Manuel holds no broker registration, and Ongoing Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Manuel charge for financial advice?
Manuel's firm, Ongoing Wealth Management, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Manuel Navarro based?
Manuel Navarro is based in Key Largo, Florida.
Is Manuel Navarro registered with the SEC?
Yes. Manuel Navarro is registered as an investment adviser representative in FL (CRD 5168551), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Ongoing Wealth Management manage?
Ongoing Wealth Management reports $31.8M across 269 accounts in assets under management.
How do I contact Manuel Navarro?
Through Manuel's website, www.ongoingwealthmanagement.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
- 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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