Navigation Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$102,650,224
Clients
954
Advisors
8
of 8 employees
About
Navigation Wealth Management provides discretionary asset management and financial planning primarily to individual and high-net-worth clients, and also offers qualified plan and ERISA retirement-plan services. The firm reports approximately $103 million in assets under management and uses a third‑party “held away” platform to manage defined contribution participant accounts alongside custodial accounts.
The firm combines fundamental, technical and charting analysis when building portfolios, may engage Sub‑Advisors to manage portions of client assets, and exercises discretionary trading and rebalancing authority with quarterly reviews. Navigation requires the use of Charles Schwab as custodian, relies on ongoing account monitoring, and documents client objectives to tailor investment strategies.
Noteworthy features in the brochure include regular educational seminars and workshops offered at no charge that are explicitly described as educational only, and a disclosed affiliated business in insurance (with less than 20% of the principal’s time spent on insurance sales). The firm also discloses that it can serve as either a limited-scope ERISA 3(21) advisor or a discretionary 3(38) investment manager for retirement plans, which may not be offered by all firms of comparable size.
Client services
Expertise
Occupation focus
Fee options
Financial Planning and Qualified Plan Services fixed fee: $2,000 (negotiable).
$0 - $50,000: 1.63% $50,000.01 - $100,000: 1.48% $100,001 - $250,000: 1.38% $250,001 - $500,000: 1.23% $500,001 - $750,000: 1.03% $750,001 - $1,000,000: 0.93% $1,000,001 - $5,000,000: 0.68% $5,000,001+: 0.66%
Financial Planning and Qualified Plan Services hourly rate: $225 per hour (negotiable).
Fee-only: Financial Planning and Qualified Plan Services: negotiable hourly rate of $225 per hour; fixed fees negotiable around $2,000 depending on complexity.
Main office
2038 Caribou Drive, Suite 100
Fort Collins CO 80525
Advisors at this office
8
Most active in
Arizona · California · Colorado · Florida · Idaho · Kansas · Missouri · New Mexico · Texas · Wyoming
Also doing business as
Navigation Wealth Management · Navigation Wealth Management, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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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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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
Nicholas K
Series 65
Fort Collins, CO
Navigation Wealth Management
Nicholas Kemp is a financial advisor at Navigation Wealth Management with 12 years of industry experience. He holds a Series 65 designation and has been with Navigation Wealth Management since 2016, previously working at Navigation Financial Services starting in 2013. Outside of his advisory role, he serves as the public relations and fundraising chair for the Centennial Children's Chorus, a non-profit semi-professional children's choir in Fort Collins, CO. Navigation Wealth Management provides discretionary asset management and financial planning primarily to individual and high-net-worth clients, and also offers qualified plan and ERISA retirement-plan services. The firm combines fundamental, technical, and charting analysis in portfolio construction and may engage sub-advisors while exercising discretionary trading authority.
William C
Series 65
Fort Collins, CO
Navigation Wealth Management
William Carpenter is a financial advisor at Navigation Wealth Management in Fort Collins, CO, holding a Series 65 designation with three years of industry experience. He is also the owner and managing member of William L Carpenter Law, LLC, a legal practice he has operated since 1978. Navigation Wealth Management serves individual and high-net-worth clients, offering discretionary asset management, financial planning, qualified plan services, and ERISA plan advisory. The firm uses a combination of fundamental, technical, and charting analysis to tailor investment programs and typically exercises discretionary trading authority, conducting quarterly account reviews.
Jacob S
Series 65
Fort Collins, CO
Navigation Wealth Management
Jacob Schaffer is a financial advisor at Navigation Wealth Management in Fort Collins, CO, holding a Series 65 credential with one year of industry experience. His prior work includes roles at Jacob Schaffer LLC, Colonial Life, and other businesses in various sectors. Navigation Wealth Management provides discretionary asset management and financial planning primarily for individual and high-net-worth clients, with approximately $103 million in assets under management. The firm combines fundamental, technical, and charting analysis to build portfolios and offers qualified plan and ERISA retirement-plan services.
Seth B
Series 65
Fort Collins, CO
Navigation Wealth Management
Seth Brunin is a financial advisor at Navigation Wealth Management in Fort Collins, CO, holding a Series 65 designation. He has been with Navigation Wealth Management since 2024 and has no prior industry experience before joining the firm. Navigation Wealth Management serves individual and high-net-worth clients by providing discretionary asset management, financial planning, qualified plan services, and ERISA plan advisory arrangements. The firm uses a combination of fundamental, technical, and charting analysis to develop tailored investment programs and typically exercises discretionary trading authority while conducting regular account reviews.
James D
Series 65
Fort Collins, CO
Navigation Wealth Management
James Davies is a Series 65-registered advisor with Navigation Wealth Management in Fort Collins, CO, where he has worked since 2016. He has 14 years of industry experience and also operates Choice Plus Insurance, providing financial services and life insurance through multiple insurance companies. Navigation Wealth Management manages approximately $103 million in assets, serving individual and high-net-worth clients with discretionary asset management and financial planning. The firm combines fundamental, technical, and charting analysis in portfolio construction and offers qualified plan and ERISA retirement-plan services.
Myles O
Series 66
Fort Collins, CO
Navigation Wealth Management
Myles O'Reilly Jr. is a financial advisor at Navigation Wealth Management with 20 years of industry experience. He holds a Series 66 designation and has worked at Navigation Wealth Management since 2018, with previous roles at Retirement Wealth Advisors and O'Reilly Financial. He is also involved in insurance sales and services as an insurance agent. Navigation Wealth Management provides discretionary asset management and financial planning primarily to individual and high-net-worth clients, along with qualified plan and ERISA retirement-plan services. The firm employs a combination of fundamental, technical, and charting analysis to build portfolios and offers regular educational seminars and workshops.
Adam B
Series 63, Series 65
Fort Collins, CO
Navigation Wealth Management
Adam Brunin is a financial advisor with Navigation Wealth Management in Fort Collins, CO, holding Series 63 and Series 65 licenses and with 25 years of industry experience. He has been with Navigation Financial Services since 2004 and with Navigation Wealth Management since 2016. Navigation Wealth Management serves primarily individual and high-net-worth clients through discretionary asset management and financial planning, offering qualified plan and ERISA retirement-plan services. The firm utilizes a combination of fundamental, technical, and charting analysis in portfolio construction and provides educational seminars at no charge.
Matthew M
Series 65
Fort Collins, CO
Navigation Wealth Management
Matthew Meuli is a Series 65-licensed advisor at Navigation Wealth Management with one year of industry experience. He is also the founder and owner of Meuli Law Office PC, a legal services firm in Windsor, CO, where he has worked since 2013. Navigation Wealth Management serves individual and high-net-worth clients by providing discretionary asset management, financial planning, qualified plan services, and ERISA plan advisory. The firm uses a combination of fundamental, technical, and charting analysis to tailor investment programs and typically exercises discretionary trading authority with regular account reviews.
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