Firm
Navwell Advisors
Garden City, New York
Fee-only
Navwell Advisors at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 12 individual clients, 4 of them high net worth.
- Its average account is about $662,000 (assets it manages divided by its 12 accounts).
- Its ongoing planning fee starts at $3,000 a year, below the New York median of $3,600.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | Garden City, New York |
|---|---|
| Website | navwelladvisors.com |
| Phone | (516) 475-2444 |
Navwell Advisors 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.
| Ongoing planning | From $3,000 a year |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Flat fee · Ongoing planning fee · Percentage of assets |
In the firm's words
"You pay $750 upfront + $250 per month for 12 months." source
"$0 – $500k – 1.00%" source
"You pay $750 upfront + $250 per month for 12 months." source
"1-Year Financial Planning Only Engagement" 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 · Fixed fees |
|---|---|
| Assets managed | $8 million |
| Individual clients | 8 |
| High-net-worth clients | 4 |
| Accounts managed | 12 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | July 31, 2026 |
| SEC record | CRD 328706 |