NAV Financial, LLC fees
Financial planner in San Francisco, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 26, 2026, NAV Financial, LLC (San Francisco, CA) charges up to $250 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change.
- Hourly rate
- Up to $250/hr
Capped at $250, at or below the San Francisco median of $300. Capped at $250, at or below the California median of $300.
“The Financial Planning fee is an hourly rate of up to $250.00 per hour, based on the nature and the complexity of each client’s circumstances.”
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
- No
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2024 (2 years)
How NAV Financial, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee may be negotiable in certain cases and is due at the completion of the engagement.”
- “Client’s will be billed their hourly rate for these meetings. Fees can be paid by check or by credit card.”
About NAV Financial, LLC
- Principal: George Paul
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees
- Works with
- High net worth individuals
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 26, 2026
- CRD number
- 331534 (opens in new tab)
- Phone
- (415) 289-9346
Other planners in San Francisco that publish fees
- Citrine CapitalSan FranciscoFlat $7,000-$90,000
- Benningfield Financial Advisors, LLCSan FranciscoHourly $375/hr
- BakerAvenueSan FranciscoHourly $225-$300/hr, Flat $2,000-$10,000
- Clarity FinancialSan FranciscoHourly $350/hr, Flat $5,250-$7,500
- Mission Creek Capital Partners, Inc.San FranciscoHourly $250-$350/hr
- Leppla Capital Management LLCSan FranciscoHourly $250-$450/hr, Flat $3,000-$10,000
Is something on this page wrong or out of date?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.