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, corporation-structured registered investment adviser that began SEC registration in 2024 and is owned by an individual. The firm serves both individual/family and institutional clients and operates as a capital allocator, engaging third-party managers alongside in-house advice. Its fee model combines percentage-of-AUM billing with fixed fees. Core advisory services include financial planning, discretionary portfolio management for individuals, small businesses and institutions, pension consulting services, and selection of other advisers. Fpnavigators does not position itself as an active ESG 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
Alexander Braun
Investment DirectorCRD 5751175
Meghan Bohlke
Financial AdvisorCRD 7132949
Jason Hetland
Partner, Financial ConsultantCRD 6625930
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 34Active vs passive
$259M in ETFs
84%
$216M
14%
$42.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD LARGE-CAP INDEX FUND (VV) | Vanguard | Passive | Large Blend | $62.1M | 180,597 | 24.01% |
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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