Firm
Naviquant
Lake Oswego, Oregon
Fee-only
Naviquant at a glance
- One of 191 fee-only firms based in Oregon in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 176 individual clients.
- Its average account is about $1.0 million (assets it manages divided by its 190 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Oregon · What fee-only advisors charge in Oregon
Facts
| Based in | Lake Oswego, Oregon |
|---|---|
| Website | naviquant.com |
| Phone | (503) 476-7811 |
Naviquant fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | $500,000 |
|---|---|
| How it charges | Percentage of assets · Flat fee · Ongoing planning fee |
In the firm's words
"$500,000 in investable assets for full ongoing engagements." source
"$500,000 in investable assets for full ongoing engagements." source
"Our fees are a flat retainer or a small percentage of assets under management — disclosed in writing before you sign." source
"Our fees are a flat retainer or a small percentage of assets under management — disclosed in writing before you sign." 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 | Percentage of assets · Hourly |
|---|---|
| Assets managed | $199 million |
| Individual clients | 176 |
| Accounts managed | 190 |
| Employees | 1 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-127544) |
| Financial planning | Offered |
| Form ADV filed | June 15, 2026 |
| SEC record | CRD 325236 |