Financial Navigators Inc.

Financial Navigators Inc. (CRD# 134873) is a financial advisory firm headquartered in , . They manage $48,404,134 in 280 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    48
    MILLION
  • Total Number of Accounts
    280
    ACCOUNTS
  • Average Account Value
    $172,872
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA, NH, VT

Financial Advisors at Financial Navigators Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Kris B. Tebbetts
CRD#: 4933882
Littleton, MA
96
Wealthminder
score

Kris Tebbetts (CRD# 4933882) is an Investment Advisor Representative working at Financial Navigators Inc. in Littleton, MA and has over 11 years of experience in the finance industry. Kris Tebbetts has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Cynthia S. Legault
CRD#: 4934100
Littleton, MA
93
Wealthminder
score

Cynthia Legault (CRD# 4934100) is an Investment Advisor Representative working at Financial Navigators Inc. in Littleton, MA and has over 12 years of experience in the finance industry. Cynthia Legault has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Robert M. Maeder
CRD#: 4934097
Littleton, MA
93
Wealthminder
score

Robert Maeder (CRD# 4934097) is an Investment Advisor Representative working at Financial Navigators Inc. in Littleton, MA and has over 11 years of experience in the finance industry. Robert Maeder has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Marcia L. Lewis
CRD#: 6399291
Littleton, MA
88
Wealthminder
score

Marcia Lewis (CRD# 6399291) is an Investment Advisor Representative working at Financial Navigators Inc. in Littleton, MA and has over 2 years of experience in the finance industry.

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