Fpnavigators
Firm details
- Headquarters
- Maple Grove, Minnesota
- CRD number
- 332831
- Registered since
- October 16, 2024
- Custodians
- LPL FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI53.61%
- Individuals40.37%
- Corporations / Businesses4.7%
- Charitable Organizations1.32%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Fpnavigators is an independent, individual-owned registered investment adviser that began SEC registration in 2024. The firm serves both individual and family clients as well as institutional clients, charging a mix of percentage-of-AUM and fixed fees. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting services, and the selection of other advisers. Fpnavigators describes itself as a capital allocator that places client capital with external managers; it does not identify as an ESG-focused investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds84%
- Exchange Traded Equities10%
- State & Local Bonds5%
- Cash & Cash Equivalents1%
- Other1%
Contacts
3 of 5
Molly LaFleche
Wealth Management AdvisorCRD 5070663
Julie Hetland
Partner, Wealth Management AdvisorCRD 4364295
Jason Hetland
Partner, Financial ConsultantCRD 6625930
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 37Active vs passive
$264M in ETFs
83%
$219M
15%
$45.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR LARGE-CAP INDEX FUND (VV) | Vanguard | Passive | Large Blend | $64.5M | 183,445 | 24.45% |
Location
Maple Grove, MN
Hennepin
Location
Maple Grove, MN
Headquartered in Maple Grove, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Hennepin
- Address
- 7365 Kirkwood Ct N
- Time zone
- CT (UTC-6)
- Office locations
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