Financial Planning Navigators Corp
- Regulatory AUM
- $355M
- Discretionary
- $355M
- Clients
- 433
- Avg AUM / client
- $820K
- Accounts
- 1,653
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jan 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 342 | $143M | 40.4% |
| High net worth individuals | 70 | $190M | 53.6% |
| Charitable organizations | 2 | $4.7M | 1.32% |
| Corporations and other businesses | 19 | $16.7M | 4.7% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Julie Mae Hetland | Owner, Investment Adviser Representative | CFP Chartered Financial Consultant | Aug 2024 (2y) | 50% – 75% |
| Jason C Hetland | Chief Compliance Officer | Aug 2024 (2y) | 50% – 75% | |
| Meghan Olivia Bohlke | Registered representative | CFP | Oct 2024 (2y) | |
| Alexander P Braun | Registered representative | CFA | Oct 2024 (2y) | |
| Molly Theresa Murphy La Fleche | Registered representative | CFP Chartered Financial Consultant | Oct 2024 (2y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/27/2026 | 964 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- LPL Financial $219M (62% of AUM) Jan 2026
- Charles Schwab & Co. $112M (32% of AUM) Jan 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 27, 2026.
View current Form ADV (SEC/IAPD) ↗