Matthew Phillips
Navigate Financial · Salt Lake City, Utah
Matthew Phillips is a fee-only financial advisor at Navigate Financial in Salt Lake City, Utah. Matthew charges a percentage of assets and an ongoing planning fee (ongoing planning from $299.88 a year and 0.5%–1% a year of assets managed).
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Facts
| Firm | Navigate Financial |
|---|---|
| Based in | Salt Lake City, Utah |
| Fee model | Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $299.88 a year · 0.5%–1% a year of assets managed · No asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $337.9M across 278 accounts |
| SEC registration | Investment adviser representative in UT · CRD 8297149 |
| Exams passed | Series 65 (2026) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | navigatefinancial.com |
How Matthew's firm compares
- Ongoing planning starts at $300 a year, below the US median of $4,500 for fee-only firms that publish prices.
- Navigate Financial's average account is about $1.2 million, from its Form ADV (assets managed divided by 278 accounts).
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Questions about Matthew
Is Matthew Phillips a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Navigate Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Matthew charge for financial advice?
Matthew charges a percentage of assets and an ongoing planning fee.
How much does Matthew charge?
According to Navigate Financial's website, checked October 30, 2026: ongoing planning from $299.88 a year; 0.5%–1% a year of assets managed; no asset minimum.
Does Matthew work with clients virtually?
Yes. Navigate Financial says on its website that it works with clients remotely.
Where is Matthew Phillips based?
Matthew Phillips is based in Salt Lake City, Utah.
Is Matthew Phillips registered with the SEC?
Yes. Matthew Phillips is registered as an investment adviser representative in UT (CRD 8297149), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Navigate Financial manage?
Navigate Financial reports $337.9M across 278 accounts in assets under management.
How do I contact Matthew Phillips?
Through Matthew's website, navigatefinancial.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 Financial 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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