Navigate Financial LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“We may also charge an hourly fee not to exceed $150 per hour.”

Monthly fee

$25/mo

“Our Advisory Services Navigate For our Navigate service, our firm charges a monthly recurring flat fee not to exceed $25 per month.”

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

How Navigate Financial LLC bills

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

• “Our firm bills on cash unless indicated otherwise in writing.”
• “Annualized fees are billed on a pro-rata basis quarterly, in advance, based on the value of the account on the last day of the previous quarter.”
• “For purposes of calculating refunds, each refund will be detailed on a case-by-case basis within the Navigate Service Agreement.”

How Navigate Financial LLC’s fees compare

• Its hourly rate of $150 is below the Utah median of $200. 9% of the 78 other Utah planners that publish an hourly rate charge less.
• 2 of the 16 other planners in Salt Lake City that publish an hourly rate charge less.

About Navigate Financial LLC

• Firm size: 3 employees.
• Registered as an adviser: 2023 (3 years).

Firm details from Form ADV

How the firm is paid

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

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

121

Employees

3

Works with

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

Services reported to regulators

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

Assets managed

$337,932,563

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

325945

Website

linkedin.com/company/navigate-financial (opens in new tab)

Phone

(801) 905-1644

Can advise clients in 3 states: New Hampshire, Texas, Utah

Other planners in Salt Lake City that publish fees

• Abacus Investment AdvisorsSalt Lake City$100/hr
• Albion Financial GroupSalt Lake City$250⁠-⁠$500/hr, $2,500⁠-⁠$50,000
• Black Salt Advisors LLCSalt Lake City$250/hr, $250/mo
• Cottonwood Asset Management LLCSalt Lake City$125/hr
• Cottonwood Wealth Strategies, LLCSalt Lake City$20,000/yr
• Crewe AdvisorsSalt Lake City$6,000⁠-⁠$150,000

Compare all 38 planners in Salt Lake City