Matt Stadelman
Navalign · Encino, California
Matt Stadelman is a fee-only financial advisor at Navalign in Encino, California. Navalign reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Navalign |
|---|---|
| Based in | Encino, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $731.9M across 1,906 accounts |
| SEC registration | Investment adviser representative in CA · CRD 5642946 |
| Exams passed | Series 66 (2009) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | navalign.com |
How Matt's firm compares
- Navalign's average account is about $384,000, from its Form ADV (assets managed divided by 1,906 accounts).
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Questions about Matt
Is Matt Stadelman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matt holds no broker registration, and Navalign reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Matt charge for financial advice?
Matt's firm, Navalign, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Matt Stadelman based?
Matt Stadelman is based in Encino, California.
Is Matt Stadelman registered with the SEC?
Yes. Matt Stadelman is registered as an investment adviser representative in CA (CRD 5642946), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Navalign manage?
Navalign reports $731.9M across 1,906 accounts in assets under management.
How do I contact Matt Stadelman?
Through Matt's website, navalign.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Encino
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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