Fee-only adviser · Tampa, FL
Navigar Advisors, Inc.
Navigar Advisors, Inc. is a fee-only investment adviser registered with the securities regulator of Florida, with its main office in Tampa, Florida. On its latest Form ADV, filed April 7, 2026, it reports $3.2M in regulatory assets under management, 5 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Florida |
|---|---|
| Firm CRD number | 150344 |
| Office | 412 East Madison Street, #916 Tampa, FL 33602 |
| Phone | (813) 514-1070 |
| Website | Not listed |
| Regulatory assets under management | $3.2M |
| Individual clients | 3 non-high-net-worth, 2 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Hourly |
| Services | Financial planning, Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | April 7, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Tampa
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- Fidelis Capital $2.3B
See all 43 fee-only advisers in Tampa →
Nearby
- Brandon 2 firms
- Lutz 3 firms
- Safety Harbor 2 firms
- Valrico 1 firm
- St. Petersburg 17 firms
- Clearwater 9 firms
- Largo 1 firm
- Palm Harbor 4 firms
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