FortuneNavi Capital Inc. fees
Financial planner in Potomac, Maryland. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 20, 2026, FortuneNavi Capital Inc. (Potomac, MD) charges a flat or project fee of up to $10,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 20, 2026. Fees can change.
- Flat or project fee
- Up to $10,000
Can go up to $10,000; the Maryland median is $4,600.
“Fixed fee arrangements can range up to $10,000 for such services as contracted for with client.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2019 (7 years)
How FortuneNavi Capital Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fixed fees may be negotiated in advance at our discretion.”
- “Fixed-fee clients are billed on a monthly basis upon completion of work performed.”
About FortuneNavi Capital Inc.
“The services FNC provides include financial planning and investment management, with an emphasis on helping clients achieve their financial goals, and develop and execute plans that are designed to build and preserve wealth.”
- Founded: 2017 (9 years).
Planning areas mentioned in the brochure
- Tax planning
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees and a percentage of assets under management
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of February 20, 2026
- CRD number
- 299093 (opens in new tab)
- Phone
- (347) 393-4230
Registered in 1 state: Virginia
Other planners in Potomac that publish fees
- Addax Bridge FinancialPotomacHourly $250-$400/hr, Flat $5,000-$6,000
- Reges Wealth Management LLCPotomacFlat $1,000-$2,500
More planners in Maryland that publish fees
- Retirement Management SystemsLeonardtownHourly $250-$500/hr, Flat up to $2,500
- Primas Financial PlanningColumbiaHourly $200/hr, Monthly $100-$800/mo
- Serenity Wealth Advisors LLCBaltimoreHourly $200-$350/hr, Flat $500-$1,500
- Ferguson-Johnson Wealth Management, Inc.RockvilleHourly $400/hr
- Silverstone Financial LLCOwings MillsHourly up to $350/hr, Flat $1,000-$6,000
- OnPlane Financial AdvisorsPoolesvilleHourly $500/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.