# Stephen Rischall

> Stephen Rischall is a fee-only financial advisor at Navalign in Encino, California, who holds the CFP credential. Navalign reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/stephen-rischall/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Navalign
- **Based in:** Encino, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $731.9M across 1,906 accounts
- **Credentials:** CFP
- **CRD:** 5215325 (https://adviserinfo.sec.gov/individual/summary/5215325)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 66 (2009)
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** http://navalign.com/

## Frequently asked questions

### Is Stephen Rischall a fee-only financial advisor?

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

Stephen's firm, Navalign, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Stephen Rischall based?

Stephen Rischall is based in Encino, California.

### What credentials does Stephen Rischall hold?

Stephen Rischall holds the CFP credential.

### Is Stephen Rischall registered with the SEC?

Yes. Stephen Rischall is registered as an investment adviser representative in CA and TX (CRD 5215325), 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 Stephen Rischall?

Through Stephen's website, navalign.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5215325): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.