Steve Trinh
Navalign · Encino, California
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.
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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 |
| SEC registration | Investment adviser representative in CA · CRD 6089623 |
| Exams passed | Series 66 (2012) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | navalign.com |
How Steve'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 Steve
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.
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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