Monica Salazar
NRG Wealth Management · Oro Valley, Arizona
Monica Salazar is a fee-only financial advisor at NRG Wealth Management in Oro Valley, Arizona. NRG Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | NRG Wealth Management |
|---|---|
| Based in | Oro Valley, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $242.0M across 418 accounts |
| SEC registration | Investment adviser representative in AZ · CRD 6562940 |
| Exams passed | Series 65 (2018) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.navigationretirement.com |
| Profile |
How Monica's firm compares
- NRG Wealth Management's average account is about $579,000, from its Form ADV (assets managed divided by 418 accounts).
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Questions about Monica
Is Monica Salazar a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Monica holds no broker registration, and NRG Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Monica charge for financial advice?
Monica's firm, NRG Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Monica Salazar based?
Monica Salazar is based in Oro Valley, Arizona.
Is Monica Salazar registered with the SEC?
Yes. Monica Salazar is registered as an investment adviser representative in AZ (CRD 6562940), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does NRG Wealth Management manage?
NRG Wealth Management reports $242.0M across 418 accounts in assets under management.
How do I contact Monica Salazar?
Through Monica's website, www.navigationretirement.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
- 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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