# Steven Lind

> Steven Lind is a fee-only financial advisor at Navigate Wealth Management in Birmingham, Alabama, who holds the CFP credential. Steven charges a percentage of assets and focuses on retirement planning and founders (pre-exit).

Page: https://find.wellspent.co/advisors/steven-lind/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Navigate Wealth Management
- **Based in:** Birmingham, Alabama
- **Fee model:** Percentage of assets
- **Assets under management (firm):** $429.6M across 873 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Founders (pre-exit)
- **Works with:** Pre-retirees, Founders, Mid-life transitions, Multi-generational families
- **CRD:** 6028410 (https://adviserinfo.sec.gov/individual/summary/6028410)
- **SEC registration:** Investment adviser representative in AL
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** https://www.navigatewealth.com

## Frequently asked questions

### Is Steven Lind a fee-only financial advisor?

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

Steven charges a percentage of assets.

### Where is Steven Lind based?

Steven Lind is based in Birmingham, Alabama.

### What does Steven specialize in?

Steven's specialties include retirement planning and founders (pre-exit). Steven works with pre-retirees, founders, mid-life transitions and multi-generational families.

### What credentials does Steven Lind hold?

Steven Lind holds the CFP credential.

### Is Steven Lind registered with the SEC?

Yes. Steven Lind is registered as an investment adviser representative in AL (CRD 6028410), 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 Steven Lind?

Through Steven's website, www.navigatewealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6028410): 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
- The firm's website (https://navigatewealth.com/): specialties, clients served, and fees, checked October 30, 2026

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