National Retirement Planning Experts

National Coverage
Local Professionals

NAVIGATION WEALTH MANAGEMENT

2038 Caribou Drive
Suite 100
Fort Collins, Colorado 80525
Tel: 970-672-1236

Need a Financial Advisor?
Compare Vetted Advisors

About NAVIGATION WEALTH MANAGEMENT

NAVIGATION WEALTH MANAGEMENT, formally registered with the SEC as NAVIGATION WEALTH MANAGEMENT. The firm was established in 10/26/2020. They have over 1 offices throughout the country.

NAVIGATION WEALTH MANAGEMENT is a Fort Collins, Colorado based Financial Planning firm with nearly $127,745,098 assets under management, offering retirement planning & investment advisory services to 1470 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#282640
SEC#801-119615
Assets Managed by Firm$127,745,098
No. of Clients1470
No. of Advisors11

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Other (REFERRAL FEES)

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total1470$127,745,098
Individuals (other than high net worth individuals)1018$92,544,798
High net worth individuals17$34,689,540
Charitable organizations1$162,878
Corporations or other businesses9$347,882

More Retirement Planning firms in Fort Collins, Colorado:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
JANUS HENDERSON INVESTORS
151 Detroit Street
Denver, CO, 80206
$239,345,489,0586602978
EMPOWER ADVISORY GROUP, LLC
8515 East Orchard Rd 4t2
Greenwood Village, CO, 80111
$134,279,160,181188739766
PUBLIC TRUST ADVISORS, LLC
717 17th Street, Suite 1850
Denver, CO, 80202
$81,139,239,0948281
TRANSAMERICA ASSET MANAGEMENT, INC.
1801 California Street, Suite 5200
Denver, CO, 80202
$65,938,129,80713560
EMPOWER CAPITAL MANAGEMENT, LLC
8515 East Orchard Road 2t3
Greenwood Village, CO, 80111
$64,880,528,684154305

Explore More Retirement Advisors in Fort Collins, Colorado