Advisor at Navigator Financial LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Hugo Soares is a CFA® charterholder affiliated with Navigator Financial LLC, with over 15 years of experience in the financial services industry. His prior roles include positions at Talcott Financial Group and The Hartford. Outside of his advisory work, he manages several rental properties as a sole proprietor. Navigator Financial provides fee-only financial planning and investment management to individuals, trusts, and estates. The firm emphasizes individualized asset allocation and comprehensive planning, operating under a fiduciary standard without commissioned products.
Based on Navigator Financial LLC
Fixed fees range from $1,000 to $10,000 based on complexity.
$0 - $1,000,000: 0.75% annually $1,000,000 - $5,000,000: 0.50% annually $5,000,000+: 0.40% annually
$100 to $200 per hour depending on complexity.
Ongoing service fees negotiated individually, not to exceed $10,000 annually, charged quarterly in arrears.
Fee-only: Financial planning included free for clients with $100,000+ AUM; financial planning also offered on fixed fee, hourly fee, or ongoing service fee basis.
Farmington, CT
Connecticut
Navigator Financial
2025 - Present (1 year)
Talcott Financial Group
2018 - 2025 (7 years)
The Hartford
2010 - 2018 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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