Naviant Partners, LLC fees and pricing
Financial planner in Fairhope, Alabama. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 23, 2026, Naviant Partners, LLC charges $200-$250 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
- $200-$250/hr
“Hourly fees range from $200 to $250 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Naviant Partners, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Advisory Services Investment Management Services Investment management fees are paid in advance of each calendar quarter pursuant to the terms of the Investment management agreement.”
- “The investment management fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
- “Fees may be negotiable at the sole discretion of the Advisor.”
How Naviant Partners, LLC’s fees compare
- Its hourly rate of $200-$250 is below the Alabama median of $250. 32% of the 41 other Alabama planners that publish an hourly rate charge less.
- 1 of the 2 other planners in Fairhope that publish an hourly rate charge less.
About Naviant Partners, LLC
- Firm size: 11 employees.
- Registered as an adviser: 2025.
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
- 1.5% a year
- Clients
- 130
- Employees
- 11
- Works with
- Individuals and high net worth individuals
- 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
- $177,252,204
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 339108
- Phone
- (251) 725-9977
Other planners in Fairhope that publish fees
- Equip Financial PartnersFairhope$500-$50,000, $416-$3,333/mo
- Formula WealthFairhope$250/hr, $500-$3,600
- Gulf Coast Financial AdvisorsFairhope$150/hr, $500-$50,000
- 6TH Street Advisors, LLCDaphne$150/hr, $1,000-$5,000
- Aja Financial LLCOpelika$500-$1,500
- Allysian Wealth PlanningCullman$300/hr, $2,700-$36,000
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.