Fpnavigators fees and pricing

Financial planner in Maple Grove, Minnesota. Registered with the SEC.

According to its Form ADV Part 2A brochure dated January 27, 2026, Fpnavigators charges a flat or project fee of $3,000⁠-⁠$15,000 and a monthly fee of $150⁠-⁠$1,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 27, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$3,000⁠-⁠$15,000
“Ongoing Financial Planning consists of an upfront charge ranging between $3,000 and $15,000, and an ongoing fee that ‘is paid monthly, in advance at the rate ranging between $150-$1,000 per month.”
Monthly fee
$150⁠-⁠$1,000/mo

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Fpnavigators bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “Adviser’s Financial Planning fees are negotiable based on the type of services provided and the needs of the client and are notated on the financial planning agreement.”
  • “The fee may be negotiable in certain cases.”
  • “Fees for this service may be paid by electronic funds transfer or check.”

How Fpnavigators’ fees compare

  • Its flat or project fee of $3,000-$15,000 spans the Minnesota median of $5,250. 68% of the 108 other Minnesota planners that publish a flat or project fee charge less.
  • 3 of the 3 other planners in Maple Grove that publish a flat or project fee charge less.

About Fpnavigators

  • Firm size: 8 employees.
  • Registered as an adviser: 2024 (2 years).

Firm details from Form ADV

How the firm is paid
Fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
2% a year
Clients
412
Employees
8
Works with
Individuals, high net worth individuals, charities, and businesses
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
Assets managed
$355,078,609
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
332831
Website
fpnavigators.com (opens in new tab)
Phone
(763) 265-4450

Can advise clients in 5 states: Minnesota, North Dakota, Nebraska, Texas, Wisconsin

Other planners in Maple Grove that publish fees

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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.