Navigate Private Wealth, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$450/hr

“Our hourly fees range from $150 to $450 for junior and senior financial planners.”

Flat or project fee

$400⁠-⁠$20,000

“Our flat fees generally range from $400 to $20,000.”

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

How Navigate Private Wealth, LLC bills

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

• “Should this event occur, our firm will transfer the process to the attorney and provide the client with a full refund.”
• “Our firm’s fees are billed on a pro-rata annualized basis monthly in arrears based on the timeweighted daily average value of your account during the previous month.”
• “Unless indicated otherwise in writing, our firm bills on cash.”

How Navigate Private Wealth, LLC’s fees compare

• Its hourly rate of $150-$450 spans the Utah median of $200. 79% of the 78 other Utah planners that publish an hourly rate charge less.
• Its flat or project fee of $400-$20,000 spans the Utah median of $2,050. 90% of the 63 other Utah planners that publish a flat or project fee charge less.
• 4 of the 4 other planners in Draper that publish a flat or project fee charge less.

About Navigate Private Wealth, LLC

• Firm size: 11 employees.
• Registered as an adviser: 2014 (12 years).

Planning areas mentioned in the brochure

• Tax planning

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

3% a year

Clients

1,929

Employees

11

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$529,228,207

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

170774

Website

navigateprivatewealth.com (opens in new tab)

Phone

(801) 676-4588

Can advise clients in 11 states: Arizona, California, Colorado, Florida, Georgia, Idaho, New Hampshire, Nevada, Texas, Utah, Washington

Other planners in Draper that publish fees

• Coign Capital Advisors LLCDraper$700⁠-⁠$5,000
• Hanks Capital Management, LLCDraper$1,500⁠-⁠$2,500
• Medicus Wealth Planning, Inc.Draper$1,000⁠-⁠$3,500
• Proactive Wealth Management, Inc.Draper$1,000⁠-⁠$10,000

Compare all 7 planners in Draper