Naylor Asset Management

Naylor Asset Management at a glance

• One of 180 fee-only firms based in Minnesota in the Wellspent graph.
• 1 advisor is listed here, who holds the CFP.
• Its Form ADV reports 2 employees and 60 individual clients, 20 of them high net worth.
• Its average account is about $233,000 (assets it manages divided by its 180 accounts).

Fee-only advisors in Minnesota · What fee-only advisors charge in Minnesota

Facts

Naylor Asset Management fees

Naylor Asset Management doesn't publish its prices on its website, or we couldn't confirm them word for word. 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

Advisors at this firm (1)

• Gregory Naylor

  CFP

Other fee-only firms in Bloomington

• Petros Family Wealth
• Summit Advisor Group
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• BGM
• Birchwood Financial Partners, Inc.
• Clerestory Advisors, Inc.
• Create, LLC

Fee-only advisors in Minnesota