Michael Partlow
Navalign · Encino, California
Michael Partlow 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.
Request an introduction to Michael →
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 6850568 |
| Exams passed | Series 63 (2020) · Series 65 (2023) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | navalign.com |
How Michael's firm compares
- Navalign's average account is about $384,000, from its Form ADV (assets managed divided by 1,906 accounts).
Request an introduction to Michael
Tell Michael a little about what you're looking for. Michael isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Michael
Is Michael Partlow a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael 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 Michael charge for financial advice?
Michael's firm, Navalign, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Michael Partlow based?
Michael Partlow is based in Encino, California.
Is Michael Partlow registered with the SEC?
Yes. Michael Partlow is registered as an investment adviser representative in CA (CRD 6850568), 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 Michael Partlow?
Through Michael'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.
See something wrong? Request a correction. Read our methodology.