NAVIGATE FINANCIAL LLC

RIASEC RegisteredEst. 2023

Total AUM

$338M

Discretionary

$79.6M

24% of AUM

Avg account

$1.2M

Accounts

278

Employees

Advisory reps

Firm details

Headquarters: MILLCREEK, Utah
CRD number: 325945
Registered since: June 1, 2023
Website: www.navigatefinancialllc.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees
Client types: Pension & Profit Sharing Plans84.78%
Individuals11.97%
HNWI2.82%
Corporations / Businesses0.42%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Navigate Financial LLC is an independent registered investment adviser formed as an LLC and owner-operated. The firm focuses on direct portfolio management and financial planning for individuals, families and small institutions, offering both advisory and educational services such as workshops and pension consulting. Their stated investment preference is equities, with a strong tilt toward exchange-traded instruments as the primary vehicle for client exposure. Fee arrangements are flexible: percentage of assets under management is offered alongside hourly, subscription and fixed-fee engagements, allowing the firm to serve both ongoing wealth-management relationships and discrete planning or advisory projects. Navigate Financial is not positioned as a capital allocator; instead it integrates third-party managers when accessing alternative strategies. The firm does not identify as an active ESG investor.