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) is a fee-only firm offering ongoing and project-based financial planning services. They provide personalized financial plans addressing areas like business planning, cash flow, college savings, estate planning, insurance, investments, retirement, risk management, and tax planning.
Fee Structure
Ongoing financial planning is offered for a recurring fixed fee, ranging from $300-$1200 per quarter or $100-$400 per month, depending on complexity and needs. An initial fee, no greater than $1,200, covers the initial plan construction.
Project-based financial planning is offered for a fixed fee ranging from $900 to $5,000, depending on complexity and needs. The hourly rate is $225. A portion of the fee is collected in advance for projects estimated to be greater than 6 hours.
Areas of Practice
Location
IA, United States
