Firm
Navigate Wealth Management
Birmingham, Alabama
Fee-only
Facts
| Based in | Birmingham, Alabama |
|---|---|
| Website | navigatewealth.com |
| Phone | (205) 224-9500 |
Navigate Wealth Management fees
Navigate Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. Ask for its Form ADV Part 2A, which must describe its fees.
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 | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $430 million |
| Individual clients | 140 |
| Financial planning | Offered |
| Form ADV filed | August 10, 2026 |
| SEC record | CRD 173770 |