Navwell Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“Our hourly rate is $200.”

Annual fee

$3,000⁠-⁠$6,000/yr

“The annual fee ranges from $3,000 to $6,000 paid monthly in advance.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Navwell Advisors bills

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

• “The fee is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”

How Navwell Advisors’ fees compare

• Its hourly rate of $200 is below the New York median of $300. 11% of the 301 other New York planners that publish an hourly rate charge less.
• None of the 6 other planners in Garden City that publish an hourly rate charge less.
• Its annual fee of $3,000-$6,000 is below the New York median of $6,250. 35% of the 80 other New York planners that publish an annual fee charge less.

About Navwell Advisors

• Principal: Kevin Burns
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

• Estate planning
• Business owners
• Cash flow and budgeting

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% a year

Clients

12

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$7,948,114

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

328706

Website

navwelladvisors.com (opens in new tab)

Phone

(516) 475-2444

Other planners in Garden City that publish fees

• Castfirm Advisors LLCGarden City$250⁠-⁠$1,000
• Davidov Wealth Group, LLCGarden City$350⁠-⁠$600/hr
• Flynn Zito Capital Management, LLCGarden City$750/hr, $2,500⁠-⁠$10,000
• Hegarty Advisors, LLCGarden City$400/hr, $2,800
• Leslie Marie GiordanoGarden City$200/hr
• United Asset Strategies Inc.Garden City$150⁠-⁠$300/hr

Compare all 15 planners in Garden City