Navigate Financial Planning LLC
Assets Under Management
N/A
Number of Clients
9
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
About This Firm
Navigate Financial Planning LLC (NFP) offers financial planning services on an ongoing or project-based basis. They evaluate clients' financial situations, help identify goals, and develop plans to achieve them. NFP may recommend third-party professionals but receives no compensation from them.
Fee Structure
NFP charges fixed fees for ongoing and project-based financial planning. Ongoing financial planning ranges from $300-$1200 per quarter or $100-$400 per month, plus an initial fee up to $1,200. Project-based planning ranges from $900 to $5,000. Hourly rate is $225. Fees are negotiable. Seminars range from $0 to $500.
Areas of Practice
Location
IA, United States
