FPNavigators
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$333,701,584
Clients
412
Advisors
5
of 8 employees
About
FPNavigators provides investment management, comprehensive financial planning, and retirement plan advisory services to a mix of individual clients (including high‑net‑worth individuals), pension and profit‑sharing plans, charitable organizations, and businesses. The firm offers ongoing portfolio management, project‑based and ongoing financial planning, and formal retirement plan services under written agreements with plan sponsors.
The firm applies a mix of Modern Portfolio Theory and both fundamental and technical analysis to construct diversified portfolios tailored to each client’s risk tolerance and goals, and it may recommend third‑party managers (TAMPs) when appropriate. FPNavigators conducts periodic reviews at least annually, provides rollover and distribution advice to retirement participants, and discloses that it may rely on Prohibited Transaction Exemption 2020‑02 when applicable.
What is notable about the firm relative to many peers is its participation in wrap fee programs as a portfolio manager—a service model that fewer team‑category firms provide. In addition, the firm discloses the ability to act in multiple ERISA roles for retirement plans (including discretionary 3(38) investment manager and non‑discretionary 3(21) fiduciary capacities) alongside offering business and employer‑plan consulting and participant education.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Financial planning upfront charge $3,000 to $15,000; ongoing monthly fee $150 to $1,000; project-based fee $3,000 to $15,000.
$0 - $500,000: 1.50% $500,000 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.05% $2,000,001 - $4,000,000: 0.95% $4,000,001 - $6,000,000: 0.85% $6,000,001 - $8,000,000: 0.75% $8,000,001 - $10,000,000: 0.70% $10,000,001 - $15,000,000: 0.65% $15,000,001 - $20,000,000: 0.55% $20,000,001 - $40,000,000: 0.50% $40,000,001 - $75,000,000: 0.45% $75,000,001 - $150,000,000: 0.43% $150,000,000++: 0.40%
Main office
7365 Kirkwood Court N, Suite 330
Maple Grove MN 55369
Advisors at this office
5
Most active in
Minnesota · Nebraska · North Dakota · Texas · Wisconsin
Also doing business as
Financial Planning Navigators Corp · Fpnavigators
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Meghan B
CFP®, Series 63
Maple Grove, MN
FPNavigators
Meghan Bohlke is a CFP® with four years of industry experience, currently serving at FPNavigators. Her prior roles include positions at LPL Financial LLC and Northwestern Mutual Investment Services LLC. She holds the Series 63 designation and is based in Maple Grove, MN. FPNavigators provides investment management, comprehensive financial planning, and retirement plan advisory services to individual clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a combination of Modern Portfolio Theory and fundamental and technical analysis to build diversified portfolios tailored to client goals and risk tolerance, and it offers services including wrap fee programs and multiple ERISA roles for retirement plans.
Jason H
Series 63, Series 65
Maple Grove, MN
FPNavigators
Jason Hetland is a financial advisor at FPNavigators with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bleakley Financial Group, LPL Financial, and Northwestern Mutual Insurance Services. FPNavigators provides investment management, comprehensive financial planning, and retirement plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses a combination of Modern Portfolio Theory, fundamental and technical analysis to build diversified portfolios tailored to clients' risk tolerances and goals, and offers services including wrap fee programs and multiple ERISA fiduciary roles.
Molly L
CFP®, ChFC®, Series 63
Maple Grove, MN
FPNavigators
Molly La Fleche is a CFP® and ChFC® with 20 years of experience in financial services. She is currently with FPNavigators, a team firm based in Maple Grove, MN, and has previously worked at Northwestern Mutual and LPL Financial. FPNavigators provides investment management and comprehensive financial planning services to individuals, pension plans, charitable organizations, and businesses. The firm uses Modern Portfolio Theory and both fundamental and technical analysis to build diversified portfolios and offers retirement plan advisory services, including acting in multiple ERISA fiduciary roles.
Alexander B
CFA®
Maple Grove, MN
FPNavigators
Alexander Braun is a CFA® charterholder affiliated with FPNavigators in Maple Grove, MN, with two years of industry experience. He previously worked at Bleakley Financial Group and Parametric Portfolio Advisors. FPNavigators provides investment management, comprehensive financial planning, and retirement plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm combines Modern Portfolio Theory with fundamental and technical analysis to build diversified portfolios tailored to client goals and risk tolerance and offers wrap fee programs and multiple ERISA roles for retirement plans.
Julie H
CFP®, ChFC®, Series 63, Series 66
Maple Grove, MN
FPNavigators
Julie Hetland is a CFP® and ChFC® with 24 years of experience in the financial industry. She has worked at Northwestern Mutual in various capacities from 2001 to 2022, followed by roles at Bleakley Financial Group and Financial Planning Navigators, where she is currently a team member. FPNavigators provides investment management, comprehensive financial planning, and retirement plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses a combination of Modern Portfolio Theory and fundamental and technical analysis to create diversified portfolios tailored to client goals and risk tolerance, and it participates in wrap fee programs as a portfolio manager, offering multiple ERISA roles for retirement plans.
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