Navigation Group LLC fees and pricing

Financial planner in Redwood Shores, California. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 26, 2026, Navigation Group LLC charges $150 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $150/hr; “Post-Mortem Services are billed at the rate of $150 per hour.”

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

“Hourly fees are generally payable as services are performed but may differ.”
“When the hourly fee is payable will be established in advance and noted in the agreement the client signs.”
“Estate Plan Annual Review – $275 7 Family Financial Philosophy Process – $2,500 Fixed fees for other services are negotiable; generally, range from $2,500 to $10,000 based on the personnel involved and the range of services that will be provided.”

Its hourly rate of $150 is below the California median of $300. 4% of the 932 other California planners 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: 1.9% a year
Clients: 330
Employees: 6
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, and selecting other advisers
Assets managed: $1,012,040,689
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 130982
Website: navigationgroup.com (opens in new tab)
Phone: (650) 595-1700

Can advise clients in 5 states: California, Florida, New York, Oregon, Washington

Is something on this page wrong or out of date?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