Stephen Rischall
Navalign · Encino, California
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.
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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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 5215325 |
| Exams passed | Series 66 (2009) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | navalign.com |
| Profile |
How Stephen's firm compares
- Navalign's average account is about $384,000, from its Form ADV (assets managed divided by 1,906 accounts).
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Questions about Stephen
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.
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.
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