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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
    • -Tax Planning

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Navigoe, LLC 4 years, 1 month Oct 2013 - Present
Trovena, LLC 5 years, 5 months Jul 2008 - Dec 2013
Oncubic, L.L.C. 5 years, 8 months Aug 2007 - Apr 2013
Leonard Wealth Management 1 year Jul 2007 - Jul 2008

Designations & Memberships

  • Financial Planning Association
    Membership
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
  • National Association of Personal Financial Advisors
    Membership
    National Association of Personal Financial Advisors
    NAPFA, the National Association of Personal Financial Advisors, is the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. Consumers and the media look to NAPFA for access to financial advisors who meet the highest standards for professional competency, comprehensive financial planning and Fee-Only compensation.

Articles and Answers

Insights by Eric Toya

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Jul 2, 2017
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Oct 13, 2011
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Navigoe, LLC

Last updated on March 24, 2017
    • $220.9M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 500
      Accounts
    • $441.8K
      Estimated Average Account Balance

Fees

Fee Only Advisor
$
This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

Types of Compensation Arrangements