# Meghan Bohlke

> Meghan Bohlke is a fee-only financial advisor at Financial Planning Navigators in Maple Grove, Minnesota, who holds the CFP credential. Meghan focuses on founders (pre-exit), small business owners and retirement planning. Financial Planning Navigators reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/meghan-bohlke/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Financial Planning Navigators
- **Based in:** Maple Grove, Minnesota
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $355.1M across 1,653 accounts
- **Credentials:** CFP
- **Specialties:** Founders (pre-exit), Small business owners, Retirement planning, Estate & legacy planning
- **Works with:** Founders, Pre-retirees, Retirees
- **CRD:** 7132949 (https://adviserinfo.sec.gov/individual/summary/7132949)
- **SEC registration:** Investment adviser representative in MN, TX
- **Exams passed:** Series 63 (2021)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** https://fpnavigators.com/

## Frequently asked questions

### Is Meghan Bohlke a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Meghan holds no broker registration, and Financial Planning Navigators reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Meghan charge for financial advice?

Meghan's firm, Financial Planning Navigators, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Meghan Bohlke based?

Meghan Bohlke is based in Maple Grove, Minnesota.

### What does Meghan specialize in?

Meghan's specialties include founders (pre-exit), small business owners, retirement planning and estate & legacy planning. Meghan works with founders, pre-retirees and retirees.

### What credentials does Meghan Bohlke hold?

Meghan Bohlke holds the CFP credential.

### Is Meghan Bohlke registered with the SEC?

Yes. Meghan Bohlke is registered as an investment adviser representative in MN and TX (CRD 7132949), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Financial Planning Navigators manage?

Financial Planning Navigators reports $355.1M across 1,653 accounts in assets under management.

### How do I contact Meghan Bohlke?

Through Meghan's website, fpnavigators.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7132949): 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://fpnavigators.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.