FPNAVIGATORS

Legal name: FINANCIAL PLANNING NAVIGATORS CORP

CRD 332831File 801-131251

APPROVED

Retail clients

Custody

Filing as of Jan 27, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$355.1M

Below cohort median (national)

Discretionary AUM

$355.1M

Clients

433

1,653 accounts

Employees

Below cohort median in MN

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: CHRO
Registration date: Oct 16, 2024
Principal office: 7365 KIRKWOOD COURT N, SUITE 330, MAPLE GROVE, MN, 55369
Phone: 763-265-4450
Website: https://fpnavigators.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $355.1M
Discretionary AUM: $355.1M
Non-discretionary AUM: $0
Discretionary accounts: 1,653
Non-discretionary accounts: 0
Total accounts: 1,653
AUM per client: $820K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	19	$16.7M
Charitable organizations	Fewer than 5	$4.7M
High net worth individuals	70	$190.3M
Individuals (other than high net worth individuals)	342	$143.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.