Fee-OnlyFinder

Nav Wealth Partners

Financial planning in Sewickley, PA

State registeredNo commissions reported

Call (412) 693-9050Send a messageMap ↗

Public-record details

Address
409 Broad Street Ste. 130, Sewickley, PA 15143
Phone
(412) 693-9050
Listed under
Financial planning, Flat / fixed fees, % of assets managed
CRD number
332638
Registration
State registered: PA
Compensation (Form ADV 5.E)
Percentage of assets under management; Fixed fees
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Financial planning; Portfolio management for individuals/small businesses
Regulatory assets under management
$37.9 million
Accounts managed
138
Clients reported (Form ADV 5.D)
55
Individual / high-net-worth clients
48 / 7
Employees
2
Other business activities (Form ADV 6.A)
Also active as: insurance broker or agent
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-04-01

State registered (PA) investment adviser, CRD 332638, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Sewickley

Aufman Associates INC2200 Georgetown Drive, Suite 401 · Sewickley, PA 15143 · (724) 934-5600 · Financial planningCRD 104622 · % of assets, Fixed fees · $971.5 million AUMSEC registeredNo commissions reportedBill Few Associates, INC.2100 Georgetown Drive, Suite 600 · Sewickley, PA 15143 · (412) 630-6000 · Financial planningCRD 133561 · % of assets, Hourly charges, Fixed fees · $2.7 billion AUMSEC registeredNo commissions reportedFragasso Financial Advisors2200 Georgetown Drive, Suite 302 · Sewickley, PA 15143 · (412) 227-3200 · Financial planningCRD 123255 · % of assets, Fixed fees · $2.8 billion AUMSEC registeredNo commissions reportedJms Capital Group Wealth Services, LLC417 Thorn Street, Suite 300 · Sewickley, PA 15143 · (412) 415-1177 · Financial planningCRD 281325 · % of assets, Fixed fees · $174.0 million AUMSEC registeredNo commissions reportedReliance Financial Advisors2200 Georgetown Drive, Suite 300 · Sewickley, PA 15143 · (724) 934-3122 · Financial planningCRD 121482 · Hourly charges, Fixed feesState registeredNo commissions reportedRoble, Belko and Company, INC.1603 Carmody Court, Suite 401 · Sewickley, PA 15143 · (724) 935-4990 · Financial planningCRD 123286 · % of assets, Fixed fees · $1.6 billion AUMSEC registeredNo commissions reportedSchenley Capital, INC428 Walnut Street · Sewickley, PA 15143 · (412) 445-9956 · Financial planningCRD 133415 · % of assets, Hourly charges, Fixed fees · $73.3 million AUMState registeredNo commissions reportedSewickley Financial LLC415 Beaver Street, Suite 205 · Sewickley, PA 15143 · (414) 688-6733 · Financial planningCRD 172459 · % of assets, Hourly charges · $12.9 million AUMState registeredNo commissions reported

All 10 in Sewickley →