Navigate Financial Planning LLC
Cedar Falls, Iowa
Navigate Financial Planning LLC at a glance
- One of 62 fee-only firms based in Iowa in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 11 individual clients, 3 of them high net worth.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Facts
| Based in | Cedar Falls, Iowa |
|---|---|
| Website | navigatefinancialplan.com |
| [email protected] | |
| Phone | (319) 429-3920 |
Questions about Navigate Financial Planning LLC
How much does Navigate Financial Planning LLC charge?
Navigate Financial Planning LLC publishes these prices: ongoing planning: from $780 a year; one-time plan: from $3,375. We found this on its website, checked October 28, 2026.
How is Navigate Financial Planning LLC paid?
Navigate Financial Planning LLC's Form ADV says it is paid by: hourly, fixed fees.
How many advisors does Navigate Financial Planning LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Navigate Financial Planning LLC.
What does Navigate Financial Planning LLC specialize in?
Navigate Financial Planning LLC's advisors and website list tax planning, retirement planning and small business owners.
Is Navigate Financial Planning LLC accepting new clients?
Yes, according to Navigate Financial Planning LLC's website, checked October 28, 2026.
Does Navigate Financial Planning LLC work with clients virtually?
Yes. Navigate Financial Planning LLC's website says it works with clients virtually.
Navigate Financial Planning LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $780 a year |
|---|---|
| One-time plan | From $3,375 |
| How it charges | Flat fee · One-time plans or projects · Ongoing planning fee |
In the firm's words
"$780 (Paid $195 quarterly)" source
"base fee of $3,375 for a comprehensive plan." source
"base fee of $3,375 for a comprehensive plan." source
"Initial Financial Plan / Project Based Plan" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Hourly · Fixed fees |
|---|---|
| Individual clients | 8 |
| High-net-worth clients | 3 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | February 11, 2026 |
| SEC record | CRD 324548 |
Advisors at this firm (1)
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