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Advisor

Molly LaFleche

Financial Planning Navigators · Maple Grove, Minnesota

Molly LaFleche is a fee-only financial advisor at Financial Planning Navigators in Maple Grove, Minnesota, who holds the CFP and ChFC credentials. Molly 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.

Percentage of assetsFixed fees Fee-only CFPChFC

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Specialties

Who they serve

  • Founders
  • Pre-retirees
  • Retirees

Facts

FirmFinancial Planning Navigators
Based in Maple Grove, Minnesota
Fee model (firm's Form ADV)Percentage of assets · Fixed fees
Accepting new clientsYes
Assets under management$355.1M across 1,653 accounts
CredentialsCFP · ChFC
SEC registration Investment adviser representative in MN, TX, WI · CRD 5070663
Exams passedSeries 63 (2006)
Firm size8 employees
Disclosures Reported; see the SEC record
Websitefpnavigators.com

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Questions about Molly

Is Molly LaFleche a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Molly 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 Molly charge for financial advice?

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

Where is Molly LaFleche based?

Molly LaFleche is based in Maple Grove, Minnesota.

What does Molly specialize in?

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

What credentials does Molly LaFleche hold?

Molly LaFleche holds the CFP and ChFC credentials.

Is Molly LaFleche registered with the SEC?

Yes. Molly LaFleche is registered as an investment adviser representative in MN, TX and WI (CRD 5070663), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

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 Molly LaFleche?

Through Molly's website, fpnavigators.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

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