Navigate Financial LLC

Navigate Financial LLC is a financial advisor firm based in Salt Lake City, Utah, established in 2023. The firm is owned by Benjamin Driggs and Tiffany Smith, offering a range of investment advisory services. Navigate Financial acts as a fiduciary, always prioritizing clients' best interests. The firm provides financial planning services under their Navigate service, including budgeting, investment planning, retirement planning, and more. For clients opting for Navigate +, investment management services are included, tailored to individual needs. Additionally, Navigate k offers retirement plan consulting services to employer plan sponsors. The firm manages over $69 million on a discretionary basis and $230 million on a non-discretionary basis. Fees for Navigate service include a monthly flat fee not exceeding $25, while Navigate + charges a flat fee and an investment advisory fee up to 1.00% of assets under management. The firm does not charge performance-based fees and does not have a minimum account size requirement. Clients may have investment discretion and can grant non-discretionary authority. Navigate Financial does not accept proxy authority to vote client securities and does not provide financial information due to specific criteria not being applicable. For further details, clients are encouraged to contact the firm directly.