# Mary Livingston

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

Page: https://find.wellspent.co/advisors/mary-livingston/
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, CFA
- **Specialties:** Retirement planning, Founders (pre-exit)
- **Works with:** Pre-retirees, Founders, Mid-life transitions, Multi-generational families
- **CRD:** 5704906 (https://adviserinfo.sec.gov/individual/summary/5704906)
- **SEC registration:** Investment adviser representative in AL
- **Exams passed:** Series 66 (2011)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** https://www.navigatewealth.com

## Frequently asked questions

### Is Mary Livingston a fee-only financial advisor?

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

Mary charges a percentage of assets.

### Where is Mary Livingston based?

Mary Livingston is based in Birmingham, Alabama.

### What does Mary specialize in?

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

### What credentials does Mary Livingston hold?

Mary Livingston holds the CFP and CFA credentials.

### Is Mary Livingston registered with the SEC?

Yes. Mary Livingston is registered as an investment adviser representative in AL (CRD 5704906), 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 Mary Livingston?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5704906): 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.