Navalign, LLC fees and pricing

Published fees

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

Hourly rate

$400/hr

“Please note that we have raised our minimum hourly FPFC consulting fee to $400 per hour and hour max fee will be $600.”

Flat or project fee

$400

“Our minimum hourly fee for personal financial planning services, consulting and analysis is $400 and maximum hourly fee is $600.”

Annual fee

$4,000/yr

“Our firm requires a minimum annual fee of $4,000 for our Pension Consulting service.”

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

How Navalign, LLC bills

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

• “Annualized fees are billed on a pro-rata basis quarterly or monthly in advance based on the value of the ending balance of the previous quarter or month.”
• “Our firm bills on cash unless otherwise indicated in writing.”
• “Our Pension Consulting services are billed on a fee based on the percentage of Plan assets under management.”

How Navalign, LLC’s fees compare

• Its hourly rate of $400 is above the California median of $300. 74% of the 932 other California planners that publish an hourly rate charge less.
• 2 of the 3 other planners in Encino that publish an hourly rate charge less.
• Its flat or project fee of $400 is below the California median of $5,000. 3% of the 796 other California planners that publish a flat or project fee charge less.
• None of the 3 other planners in Encino that publish a flat or project fee charge less.
• Its annual fee of $4,000 is below the California median of $6,250. 29% of the 224 other California planners that publish an annual fee charge less.

About Navalign, LLC

• Firm size: 10 employees.
• Registered as an adviser: 2006 (20 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

0.6% a year

Clients

680

Employees

10

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting

Assets managed

$731,940,293

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

119919

Website

facebook.com/navalign (opens in new tab)

Phone

(818) 728-4500

Can advise clients in 18 states: Arizona, California, Colorado, Florida, Illinois, Louisiana, Massachusetts, Minnesota, North Carolina, New Jersey, Nevada, New York, Oregon, Pennsylvania, Tennessee, Texas, Utah, Washington

Other planners in Encino that publish fees

• Financial Planning for Generations, Inc.Encino$275⁠-⁠$550/hr
• Goodstein Wealth Management LLCEncino$320/hr, $500⁠-⁠$5,500
• Heyman Wealth Management, LLCEncino$2,500⁠-⁠$10,000, $1,000⁠-⁠$10,000/yr
• Wealth Management Partners of Los AngelesEncino$250/hr, $500⁠-⁠$3,000

Compare all 5 planners in Encino