Wealth Navigation Advisors

Financial Advisor in Centerville, UT

Firm Info
Address: 1148 W Legacy Crossing Blvd #300, Centerville, UT 84014, USA
Phone: (801) 335-8200

Firm Size
Assets Under Management: $265.7 million
# of Advisors: 8
# of Clients: 1,539
Client to Advisor Ratio: 192:1
Average Account Size: $172,672
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)

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Wealth Navigation Advisors Overview

Wealth Navigation Advisors is a fee-based registered investment advisory firm that is committed to providing sound investment advice to its clients. With its headquarters in Centerville, UT, the firm has been serving its clients since 2019. As an insurance broker/agent, the firm provides expert investment advice to individuals and small businesses. The firm's fee arrangement is based on the value of the assets they manage. At Wealth Navigation Advisors, clients can expect a comprehensive range of services that include financial planning, portfolio management, and selection of other advisors. The expert team of advisors at the firm works closely with clients to develop customized financial plans that are tailored to meet their unique needs and goals. In addition, the firm provides portfolio management services, helping clients to build, manage and monitor their investment portfolios. Wealth Navigation Advisors leverages its expertise, experience, and cutting-edge technology to provide clients with the best possible investment advice. The firm's commitment to service has earned it a reputation as a trusted and reliable provider of financial advice. Whether it's financial planning or portfolio management, clients trust Wealth Navigation Advisors to help them achieve their investment goals.

WEALTH NAVIGATION ADVISORS caters to a diverse range of clients, including individuals seeking financial planning and management services, high net worth individuals looking for top-tier investment advice and exclusive wealth management solutions, pension or profit sharing plans that require expert guidance on managing retirement funds, and insurance companies that require assistance in managing their investments. The firm also serves other corporation types that require financial guidance, strategy, and advisory services, and work closely with each client to develop tailored financial plans that align with their unique needs and goals. When it comes to fee structures, WEALTH NAVIGATION ADVISORS offers two distinct options for clients. First, the firm provides a percentage-of-assets-under-management (AUM) fee structure that charges a percentage of a client's total portfolio value. This fee typically ranges from 0.5% to 1.5% of AUM, depending on the level of service provided and the complexity of the portfolio. Second, the firm provides fixed fees for certain services, such as financial planning, estate planning, and tax preparation. Fixed fees are generally determined based on the scope of services provided and the amount of time or expertise required to complete each task. WEALTH NAVIGATION ADVISORS believes that providing both options gives clients flexibility in selecting the fee structure that best suits their needs and circumstances, while also ensuring transparency in its pricing and service delivery.

Typical Clients, Fee Structures & Investment Minimum

According to Wealth Navigation Advisors' Part 2 Brochure, there is no mention of an investment minimum.

How This Office Can Help Centerville, UT Residents

Wealth Navigation Advisors is a top-rated wealth management firm serving clients in Centerville, UT, and the surrounding areas. The firm specializes in providing comprehensive financial planning and investment management services to help clients achieve their financial goals. The experienced team of financial advisors at Wealth Navigation Advisors understands that Centerville residents face unique financial challenges, such as high housing costs, limited job opportunities, and rapidly rising healthcare expenses. To help clients navigate these challenges and maximize their wealth, Wealth Navigation Advisors offers a range of personalized services, including retirement planning, tax planning, investment management, and estate planning. The firm's advisors work closely with clients to develop customized financial plans tailored to their unique needs and goals. Additionally, the firm utilizes a disciplined and research-driven investment approach to help clients build and protect their wealth over time. With a commitment to transparency, integrity, and personalized service, Wealth Navigation Advisors is dedicated to helping clients in Centerville, UT achieve financial success and peace of mind.

To view the Minimum Investment and Fee Schedule for Wealth Navigation Advisors, visit their Part 2 Brochure.

Services Offered by Wealth Navigation Advisors

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Wealth Navigation Advisors most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 1148 W Legacy Crossing Blvd #300, Centerville, UT 84014, USA
Phone (801) 335-8200
Directions
Google My Business Reviews:

Other Office Locations

This firm has no other locations.

State Registrations

Wealth Navigation Advisors is registered to service clients in the following states:

  • Arizona
  • California
  • Colorado
  • Idaho
  • Montana
  • Oregon
  • Texas
  • Utah
  • Washington

Disciplinary History

Wealth Navigation Advisors does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Fiduciary Financial Advisor FAQs