Meghan Bohlke
Financial Planning Navigators · Maple Grove, Minnesota
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.
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Specialties
Who they serve
- Founders
- Pre-retirees
- Retirees
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 |
| Assets under management | $355.1M across 1,653 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MN, TX · CRD 7132949 |
| Exams passed | Series 63 (2021) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | fpnavigators.com |
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Questions about Meghan
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.
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
- Financial Planning Navigators 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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