Navis Wealth Advisors LLC fees and pricing

Financial planner in Rye Brook, New York. Registered with the SEC.

According to its Form ADV Part 2A brochure dated September 1, 2026, Navis Wealth Advisors LLC charges $650 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 1, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $650/hr; “Navis Wealth Advisors offers its standalone financial planning services at rate of $650 per hour.”

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

“Fees for Advisory Services Wealth Management Services Wealth management fees are paid monthly in advance, pursuant to the terms of the wealth management agreement.”
“Fees may be negotiable at the sole discretion of the Advisor.”
“Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”

Its hourly rate of $650 is above the New York median of $300. 94% of the 301 other New York planners that publish an hourly rate charge less.
1 of the 2 other planners in Rye Brook that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.25% a year
Clients: 126
Employees: 8
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
Assets managed: $902,226,266
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 311171
Website: linkedin.com/company/navis-wealth-management (opens in new tab)
Phone: (914) 848-8300

Can advise clients in 4 states: Connecticut, Florida, New York, Texas

Is something on this page wrong or out of date?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