Navigate Financial Planning LLC (NFP) is a fee-only firm that provides financial planning services to individuals, high net-worth individuals, corporations, and other businesses. NFP offers both ongoing and project-based financial planning, helping clients evaluate their current and future financial state. NFP may recommend third-party professionals but is not affiliated with them.
Fee Structure
Ongoing financial planning is offered at an annual rate of $2,340 (billed $195 monthly) or $780 (billed $195 quarterly), depending on the complexity of the household and the frequency of service required. There is also an initial fee to cover onboarding and the creation of a base plan, which is no greater than $6,500. The fees are negotiable.
NFP charges a standard fixed fee of $3,375 for a comprehensive financial plan. This fee may be adjusted based on the complexity of the engagement, estimated time, and resources required. If the initial fee is different, the minimum fee is $1,375 and the maximum fee is $6,500. An hourly rate of $225 is available at the Advisor's discretion, typically reserved for existing legacy agreements.
