Navigoe, LLC fees and pricing
Financial planner in Redondo Beach, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated May 4, 2026, Navigoe, LLC charges a monthly fee of $2,083 and an annual fee of $20,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 4, 2026. Fees can change, so confirm with the firm before you hire them.
- Monthly fee
- $2,083/mo
“This annual planning fee starts at a minimum of $25,000/$2,083.33 monthly.”
- Annual fee
- $20,000/yr
“The minimum annual fee is $20,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Navigoe, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Advisor’s fee is deducted from Client’s Account(s) on a monthly basis, in arrears, calculated using the average daily balance, market value of the assets.”
- “The annual fee begins at $50,000 a year or higher and is billed monthly.”
- “Advisor’s fee is deducted from Client’s Account(s) on a monthly basis, in advance, calculated using month-end, market value of the assets.”
How Navigoe, LLC’s fees compare
- Its annual fee of $20,000 is above the California median of $6,250. 86% of the 224 other California planners that publish an annual fee charge less.
About Navigoe, LLC
“The next step, if both parties decide to work together, the client may engage Navigoe to provide ongoing financial consulting and investment management on a fee-only basis as part of Navigoe’s Wealth Management Consulting process.”
- Firm size: 3 employees.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2013 (13 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Minimum
- $20,000 minimum fee (stated in brochure)
- Clients
- 155
- Employees
- 3
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $407,752,816
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 168716
- Phone
- (888) 596-4636
Can advise clients in 4 states: Arizona, California, Nevada, Oregon
Other planners in Redondo Beach that publish fees
- Dundee Capital Management LLCRedondo Beach$2,000-$5,000
- 10/28 Wealth Management LLCOceanside$300/hr, $500-$10,000
- 360DividendsGranite Bay$300/hr, $2,500-$10,000
- 3D Holistic WealthIrvine$300/hr, $1,500-$10,000
- 401 FinancialSan Diego$250/hr, $500
- 5T Wealth, LLCNapa$200-$450/hr
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.