Reuben Stewart
Navigate Wealth Management · Birmingham, Alabama
Reuben Stewart is a fee-only financial advisor at Navigate Wealth Management in Birmingham, Alabama. Reuben charges a percentage of assets and focuses on retirement planning and founders (pre-exit).
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Specialties
Who they serve
- Pre-retirees
- Founders
- Mid-life transitions
- Multi-generational families
Facts
| Firm | Navigate Wealth Management |
|---|---|
| Based in | Birmingham, Alabama |
| Fee model | Percentage of assets |
| Assets under management | $429.6M across 873 accounts |
| SEC registration | Investment adviser representative in AL, TX · CRD 2416784 |
| Exams passed | Series 63 (1994) · Series 65 (2002) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.navigatewealth.com |
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Questions about Reuben
Is Reuben Stewart a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Reuben holds no broker registration, and Navigate Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Reuben charge for financial advice?
Reuben charges a percentage of assets.
Where is Reuben Stewart based?
Reuben Stewart is based in Birmingham, Alabama.
What does Reuben specialize in?
Reuben's specialties include retirement planning and founders (pre-exit). Reuben works with pre-retirees, founders, mid-life transitions and multi-generational families.
Is Reuben Stewart registered with the SEC?
Yes. Reuben Stewart is registered as an investment adviser representative in AL and TX (CRD 2416784), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Navigate Wealth Management manage?
Navigate Wealth Management reports $429.6M across 873 accounts in assets under management.
How do I contact Reuben Stewart?
Through Reuben's website, www.navigatewealth.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
- Navigate Wealth Management 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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