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Adam Craig Fisher

WEALTH NAVIGATION, LLC·CENTERVILLE, Utah
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1222 W. LEGACY CROSSING BLVD, CENTERVILLE, UT 84014CRD# 5231886Firm CRD# 140612
01

About

Adam Craig Fisher is a registered financial advisor based in CENTERVILLE, Utah, affiliated with WEALTH NAVIGATION, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WEALTH NAVIGATION, LLC
OAK LANE ADVISORS
AUM
$305M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at WEALTH NAVIGATION, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5231886
Firm CRD# 140612
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Adam Craig Fisher offer?
Adam Craig Fisher specializes in Financial Planning, Investment Management. Contact their office in CENTERVILLE, Utah for a consultation.
What are Adam Craig Fisher's credentials?
Adam Craig Fisher is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Adam Craig Fisher located?
Adam Craig Fisher is based in CENTERVILLE, Utah, working with WEALTH NAVIGATION, LLC. Their office serves clients in the CENTERVILLE metropolitan area and surrounding communities.
How does Adam Craig Fisher charge for services?
Adam Craig Fisher's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEALTH NAVIGATION, LLC?
WEALTH NAVIGATION, LLC has approximately 6 employees and manages $305M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CENTERVILLE
Owen John Fisher — WEALTH NAVIGATION, LLCTiffin Ellen Tullis — VIGILANT INVESTMENT ADVISORS, LLCMichael Scott Jones — WEALTH NAVIGATION, LLCPaul Alfred Coles — ALLIANCE WEALTH ADVISORS, LLCScott G Hoxer — ALLIANCE WEALTH ADVISORS, LLC
Nearby cities in Utah
SALT LAKE CITY (358)LEHI (82)PARK CITY (60)DRAPER (54)PROVO (47)
City Guides
SALT LAKE CITY GuideLEHI GuidePARK CITY GuideDRAPER GuidePROVO Guide
Research
Advisor Fees in UtahNational Fee Analysis
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