# Navigate Financial Planning LLC

> Navigate Financial Planning LLC is a state-registered investment advisory firm, registered since 2023, with no regulatory assets under management reported in its Form ADV filing dated February 11, 2026.

- CRD: 324548
- Filed as: NAVIGATE FINANCIAL PLANNING LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Iowa
- Filing period: October 2026
- Form ADV filing dated: February 11, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/324548
- AdvisorCensus page: https://advisorcensus.com/firm/navigate-financial-planning-llc-324548

## Quick answers

**How is Navigate Financial Planning LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Navigate Financial Planning LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Navigate Financial Planning LLC registered with the SEC or a state?**
Navigate Financial Planning LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 324548.

**What types of clients does Navigate Financial Planning LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (8); high net worth individuals (3).

**Does Navigate Financial Planning LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/324548

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 8 | $0 |
| High net worth individuals | 3 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Educational seminars/workshops

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [navigatefinancialplan.com](https://navigatefinancialplan.com)
- Facebook facebook.com
- LinkedIn @jacob-stalder-cfp®-a22b487a

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Navigate Financial Planning LLC (CRD 324548): Form ADV filing data as of October 2026.