FPNAVIGATORS

Overview

Fpnavigators is an independent, owner-operated registered investment adviser that combines fee-based portfolio management with financial planning. The firm positions itself as a capital allocator: it manages discretionary portfolios for individuals, families and institutional clients while also selecting outside managers when a client’s needs call for specialist strategies. Fee arrangements include both a percentage of assets under management and fixed-fee engagements. Investment implementation emphasizes pooled public vehicles — mutual funds and ETFs — as the primary building blocks for core portfolios, with a clear tilt toward low-cost, broad-market exposures (its largest public holding is a Vanguard large-cap index fund). The firm’s advisory services cover individual and small-business portfolio management, business/institutional accounts, pension consulting and selection of other advisers, indicating a mix of ongoing fiduciary management and consultant-style assignments. Fpnavigators does not identify as an active ESG investor, and its filings show it operates with a single office and a primarily discretionary platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices