Navigation Wealth Management fees and pricing
Financial planner in Fort Collins, Colorado. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 26, 2026, Navigation Wealth Management charges $225 an hour and a flat or project fee of $2,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $225/hr
“Services are offered based on a negotiable hourly rate of $225 per hour.”
- Flat or project fee
- $2,000
“Services are offered based on a negotiable flat fee of $2,000, based on the complexity of the plan and the client’s needs.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Navigation Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fees are charged monthly in arrears and are based on the average daily account balance for that month.”
- “For all future periods, the Advisory Fee will be assessed and payable each billing period, in advance, based on the balance of Client’s managed assets as of the prior period-end, in accordance with the fee schedule listed in the Agreement.”
- “Client will pay half of the estimated fee at the signing of the agreement with the balance due upon delivery of the completed plan.”
How Navigation Wealth Management’s fees compare
- Its hourly rate of $225 is below the Colorado median of $300. 22% of the 231 other Colorado planners that publish an hourly rate charge less.
- 1 of the 14 other planners in Fort Collins that publish an hourly rate charge less.
- Its flat or project fee of $2,000 is below the Colorado median of $5,250. 14% of the 214 other Colorado planners that publish a flat or project fee charge less.
- 1 of the 11 other planners in Fort Collins that publish a flat or project fee charge less.
About Navigation Wealth Management
- Principal: Adam E. Brunin
- Firm size: 8 employees.
- Registered as an adviser: 2020 (6 years).
Planning areas mentioned in the brochure
- College 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
- 1.88% a year
- Clients
- 954
- Employees
- 8
- Works with
- Individuals, high net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops
- Assets managed
- $103,175,002
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 282640
- Phone
- (970) 672-1236
Can advise clients in 10 states: Arizona, California, Colorado, Florida, Idaho, Kansas, Missouri, New Mexico, Texas, Wyoming
Other planners in Fort Collins that publish fees
- Acorn Creek Capital LLCFort Collins$100-$350/hr, $1,000-$50,000
- Balanced Wealth Partners LLCFort Collins$3,000-$10,000
- Better Pockets FinancialFort Collins$250/hr, $500-$15,000
- Capstone Pacific Investment StrategiesFort Collins$250/hr, $500-$6,000
- FpfocoFort Collins$3,000, $625/mo
- Fruitage Financial LLCFort Collins$300/hr, $500-$5,000/qtr
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.