Naviant Partners, LLC

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Client assets under management

$174,832,683

Clients

130

44% high-net-worth

Advisors

of 11 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

High

Average account size

$1,344,867

About

Naviant Partners provides discretionary investment management, wealth planning, and retirement-plan advisory to individuals, high‑net‑worth clients, trusts, estates, retirement plans, and businesses. The firm operates with a small advisory team and manages a multi‑hundred‑million dollar asset base while also delivering written financial plans or ad‑hoc consultations as part of its service offerings.

Portfolios are constructed with a long‑term orientation and typically emphasize ETFs and low‑cost diversified mutual funds, though the firm may also utilize individual securities, independent managers, or retain legacy holdings for tax or fit considerations. Research and portfolio oversight combine fundamental, technical and modern portfolio theory analysis with third‑party inputs and decision‑support artificial intelligence tools, with all recommendations subject to human review.

Naviant Partners is affiliated through common ownership with Aptus Capital Advisors, which serves as an outsourced CIO and provider of model portfolios and funds that the firm may recommend, and with Pilot Capital Partners, a related single‑family office; these relationships and the potential for recommending Aptus‑managed products are disclosed and overseen by the adviser. The brochure also discloses that certain advisory persons are licensed insurance professionals who may receive separate commissions, and the firm describes policies and due diligence procedures intended to mitigate the resulting conflicts of interest.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k) General retirement planning

Fee options

Fixed

Wealth planning fixed fees up to $12,500; retirement plan advisory services may include an annual fixed fee.

Percentage

Up to 1.50% annually (negotiable based on factors such as scope, complexity, asset level, and relationship)

Commissions

Certain advisory persons are licensed insurance professionals and may earn commissions from insurance product sales separate from advisory fees.

Project-based

Wealth planning services hourly rates range from $200 to $250 per hour.

Other

Fee-only: Investment management fees charged as a percentage of assets under management; wealth planning fees charged as hourly or fixed fees; retirement plan advisory fees charged as asset-based or fixed fees.

Main office location

Naviant Partners, LLC

314 Magnolia Avenue, Ste 300

Fairhope AL 36532, United States

Number of offices

Most active in

Alabama · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website (251) 725-9977

Advisors at this firm

Abigail W

CFP®, Series 65

Longview, TX

Naviant Partners, LLC

Abigail Williams is a CFP® and Series 65-licensed financial advisor with three years of industry experience. She is currently with Naviant Partners, LLC, having previously worked at Stone Oak Wealth Management, CapFinancial Partners, Covenant Multi-Family Offices, Reliance Bank Limited, and Texas A&M University. Outside of her advisory role, she is an Independent Market Partner for MONAT Global Corp., promoting haircare, skincare, and makeup products. Naviant Partners provides discretionary investment management, wealth planning, and retirement plan advisory services for individuals, high-net-worth clients, trusts, businesses, and plan sponsors. The firm employs a primarily long-term investment process incorporating modern portfolio theory and various analytical approaches, with a notable focus on retirement plan consulting and ERISA-related fiduciary services.

Wealth management Retirement plans for business owners (SEP, solo 401k) General retirement planning

Donald L

CFP®, Series 66

Fairhope, AL

Naviant Partners, LLC

Donald Laurence Jr. is a CFP® and Series 66-registered advisor with 27 years of industry experience. He is currently with Naviant Partners, LLC and previously worked at Stone Oak Wealth Management, Raymond James & Associates, and Wells Fargo Clearing. He serves on the board of the Respite Care of San Antonio Foundation, participating in governance and fundraising activities. Naviant Partners provides discretionary investment management, wealth planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, businesses, and plan sponsors. The firm employs a primarily long-term investment approach using ETFs, low-cost mutual funds, and other securities, and offers specialized retirement plan consulting and fiduciary services.

Wealth management Retirement plans for business owners (SEP, solo 401k) General retirement planning

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