Firm
NRG Wealth Management
Oro Valley, Arizona
Fee-only
NRG Wealth Management at a glance
- One of 212 fee-only firms based in Arizona in the Wellspent graph.
- 4 advisors are listed here; 2 of 4 hold the CFP.
- Its Form ADV reports 5 employees and 155 individual clients, 72 of them high net worth.
- Its average account is about $579,000 (assets it manages divided by its 418 accounts).
Fee-only advisors in Arizona · What fee-only advisors charge in Arizona
Facts
| Based in | Oro Valley, Arizona |
|---|---|
| Website | navigationretirement.com |
| Phone | (520) 818-7822 |
NRG Wealth Management fees
NRG Wealth 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
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $242 million |
| Individual clients | 83 |
| High-net-worth clients | 72 |
| Accounts managed | 418 |
| Employees | 5 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-116690) |
| Financial planning | Offered |
| Form ADV filed | February 13, 2026 |
| SEC record | CRD 289548 |