Honest, Straightforward Pricing

At Navwell Advisors we have two easy to understand pricing structures so you can choose the one that is best for your family.

1-Year Financial Planning Only Engagement

Flat Fee

Perfect for families that are ready for a comprehensive plan but are not looking to have their assets managed on our platform. They may be comfortable managing their own investments or their assets may be tied to their current employer (current 401k, pension plan, etc.)

You pay $750 upfront + $250 per month for 12 months.

Ongoing Investment Management + Financial Planning

Percentage Based Fee

Perfect for families that are ready for a comprehensive plan, who want to have their assets professionally managed, and who have accounts that can be moved to our platform (old 401ks, brokerage accounts, IRAs)

You pay a percentage based fee on the assets we manage for your family:

  • $0 – $500k – 1.00%
  • $500k – $2MM – 0.79%
  • >$2MM – 0.59%

Choosing Navwell Advisors Means
Positive Results for You.

Too many accounts with no clear direction.
Consolidated accounts that have purpose and are optimized for your goals.

Uncertain about your path and if you’re saving enough for the future.
Clear vision of where you are today, and the steps needed to reach your goals.

Stressed-out about making big financial decisions alone.
Confidence knowing you have an unbiased fiduciary in your corner.

Uneasy managing your own investments.
Peace of mind knowing your investments are being professionally managed.

Schedule a Complimentary,