Investment Navigation LLC fees and pricing
Financial planner in Chicago, Illinois. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 23, 2026, Investment Navigation LLC charges $225 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $225/hr
“Investment Navigation charges an hourly fee of $225 for financial planning according to the below chart:”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Investment Navigation LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous month.”
- “The annual fee is negotiable and may be charged as a percentage of the Included Assets or as a flat fee.”
- “If the services to be provided start any time other than the first day of a quarter or month, the fee will be prorated based on the number of days remaining in the quarter or month.”
How Investment Navigation LLC’s fees compare
- Its hourly rate of $225 is below the Illinois median of $273. 26% of the 215 other Illinois planners that publish an hourly rate charge less.
- 16 of the 54 other planners in Chicago that publish an hourly rate charge less.
About Investment Navigation LLC
“Investment Navigation also offers discretionary asset management through an agreement with Envestnet allowing Investment Navigation to use their Private Wealth Management Program (the “Program”).”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2018 (8 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Clients
- 11
- Employees
- 1
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $7,758,786
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 297883
- Phone
- (773) 509-0579
Other planners in Chicago that publish fees
- Altair Advisers, LLCChicago$200-$500/hr
- Altman AdvisorsChicago$500/hr, $25,000
- Arena Private WealthChicago$250/hr
- Bayworth CapitalChicago$1,000-$10,000
- Blute Financial CoachingChicago$75/hr
- Bold Vision FinancialChicago$385/hr, $120-$500/mo
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.