Caleb
Hopkins
Navigate Wealth Management, LLC
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About this Advisor
Caleb Hopkins is a certified financial planner and chartered financial analyst working in Birmingham, Alabama, who has 8 years of industry experience. Hopkins works at Navigate Wealth Management, LLC. During their career, the advisor has held roles at Kinsight, LLC, Navigate Wealth Management, LLC and Navigate 401K, LLC. Hopkins can work in Alabama and Tennessee. Navigate Wealth Management, LLC is a business operating out of Birmingham, AL. The investment advisory business has offices in two locations and a total of seven people on staff. It administers $227 million in assets under management among its 590 customer accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 590 client accounts, 45% belong to high-net-worth individuals who have at least $1 million in assets. Navigate Wealth Management, LLC has a set of services, such as financial planning services and portfolio management for individuals and small businesses. Financial management fee schedules typically are based on which services the firm provides the client. Fee types billed by Navigate Wealth Management, LLC most likely consist of some blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Navigate Wealth Management, LLC Brokerage Details
$226,565,250
7
590
$384,009
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Caleb Hopkins Work History
Caleb has been registered as a financial advisor for 8 years.*
Navigate 401K, LLC
Navigate Wealth Management, LLC
Kinsight, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Caleb Hopkins to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Navigate Wealth Management, LLC
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
