Navigate Wealth Management, LLC fees and pricing

Firm size: 8 employees.
Registered as an adviser: 2018 (8 years).

Financial planner in Birmingham, Alabama. Registered with the SEC.

According to its Form ADV Part 2A brochure dated April 6, 2026, Navigate Wealth Management, LLC charges $150⁠-⁠$500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 6, 2026. Fees can change, so confirm with the firm before you hire them.

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

“Clients may terminate the agreement without penalty for a full refund of Navigate's fees within five business days of signing the Investment Advisory Contract.”
“Navigate bills based on the balance on the first day of the billing period, or based on the last day of the previous billing period, depending on which platform is used.”
“The fees charged are negotiable and will not exceed any limit imposed by any regulatory agency.”

Its hourly rate of $150-$500 spans the Alabama median of $250. 88% of the 41 other Alabama planners that publish an hourly rate charge less.
10 of the 12 other planners in Birmingham that publish an hourly rate charge less.

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: 271
Employees: 8
Works with: Individuals, high net worth individuals, other investment advisers, and businesses
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $429,568,664
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 173770
Website: facebook.com/abeonawealth (opens in new tab)
Phone: (205) 224-9500

Is something on this page wrong or out of date?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.