# Steve Trinh

> Steve Trinh is a fee-only financial advisor at Navalign in Encino, California. Navalign reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/steve-trinh/
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
- **CRD:** 6089623 (https://adviserinfo.sec.gov/individual/summary/6089623)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 66 (2012)
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** http://navalign.com/

## Frequently asked questions

### Is Steve Trinh a fee-only financial advisor?

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

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

### Where is Steve Trinh based?

Steve Trinh is based in Encino, California.

### Is Steve Trinh registered with the SEC?

Yes. Steve Trinh is registered as an investment adviser representative in CA (CRD 6089623), 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 Steve Trinh?

Through Steve's website, navalign.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6089623): 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

---

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