SourcingSourcing

FINANCIAL PLANNING NAVIGATORS CORP

C35
CRD 332831·SEC 801-131251·MAPLE GROVE, MN
AUM
$355.1M
$100M-$500M
Est. Revenue
$3.6M
@ 1% on AUM
Est. EBITDA
$1.1M
@ 30% margin
Est. Deal Value
$8.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FINANCIAL PLANNING NAVIGATORS CORP
CRD
332831
SEC file #
801-131251
EIN
994289789
DBA names
Fpnavigators

Economics

AUM
$355.1M
AUM band
$100M-$500M
AUM trajectory
'25'26
$289.1M → $355.1M▲ +23%
Client mix
Individuals Other342
Individuals High Net Worth70
Corporations19
Charitable Organizations2

Operations

Employees (total)
8
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'25'26
5 advisors → 5 advisors▬ 0%
Primary office
MAPLE GROVE MN
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
01/27/2026
ADV-W filed at
—
Website
fpnavigators.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Hetland, Jason, C
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
Hetland, Jason, C
HETLAND, JULIE, MAE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
FPNAVIGATORS.COM
Rdap Domain Creation Date
2024-05-16T15:56:06Z
Rdap Firm Age Years
2
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002102043
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2026-01-16
Edgar Last Filing Date
2026-04-22
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-04-22
Accession0002102043-26-000002

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3431
Soi Zip Pct 200k Plus
0.0971
Soi Zip Returns 200k Plus
2080
Soi Zip Total AGI
2,082,018
Fdic Zip Total Deposits
25,938,591,000
Fdic Zip Branch Count
363
Fdic Zip Top Banks
Wells Fargo Bank, National Association
U.S. Bank National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (27)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
Charles Schwab6
Lpl Financial4
E*trade4
Edgar Addresses
Mailing
7365 KIRKWOOD COURT NSUITE 330MAPLE GROVE, MN 55369
Business
7365 KIRKWOOD COURT NSUITE 330MAPLE GROVE, MN 55369
Edgar EIN
994289789
Edgar Recent Filings
13F-HR2026-04-22 · 0002102043-26-000002
13F-HR2026-01-16 · 0002102043-26-000001
Fdic Zip Branches Raw
Security Bank NorthwestMaple Grove, MN
Premier BankOsseo, MN
Fdic Zip HHI
2420.64
Fdic Zip Top Bank Share Pct
45.98
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-05-16T15:56:06Z
Rdap Domain Last Changed
2024-05-16T15:56:07Z
Rdap Nameservers
Ns75.domaincontrol.comNs76.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI50,039
Returns4,230
Stub 2
AGI142,197
Returns3,760
Stub 3
AGI216,186
Returns3,480
Soi Zip Total Business Income
45,477
Soi Zip Total Cap Gains
44,469
Soi Zip Total Dividends
27,259
Soi Zip Total Returns
21,420
Top Owner CRD
6625930
Trust Company Affiliate
No

People (5)

5
HETLAND, JULIE, MAE
IAR · Direct Owner · 62.5%
4364295
Hetland, Jason, C
IAR · Direct Owner · 62.5%
6625930
Alexander P Braun
IAR
5751175
Meghan Olivia Bohlke
IAR
7132949
Molly Theresa Murphy LaFleche
IAR
5070663