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Kevin Hawley

Advisor at Navalign, LLC

Updated today
Navalign, LLC logo

Firm

Navalign, LLC

Location

Oak Lawn, IL

Credentials

CFP®, Series 66

Industry experience

15 years

About

Kevin Hawley is a CFP® and holds a Series 66 license with 15 years of industry experience. He has been with Navalign, LLC since 2018 and previously worked at Carter Jacobs, LLC and Avondale Asset Management. Navalign, LLC provides discretionary asset management, financial planning, and pension consulting services to individuals, trusts, estates, retirement plans, and business entities. The firm manages approximately $655.6 million for about 677 clients and employs a mix of fundamental analysis, long-term and short-term strategies, and the use of borrowing and derivatives within separately managed accounts.

Client services

Based on Navalign, LLC

Financial planning Portfolio management Pension consulting

Expertise

Based on Navalign, LLC

Charitable giving & philanthropy Business exit / sale strategy Cash flow / budgeting

Fee options

Fixed

Financial Planning flat fees generally range from $4,000 to $25,000

Project-based

Financial Planning and Consulting minimum hourly fee $400

Other

Minimum fee: Minimum annual fee of $4,000 for Asset Management, Pension Consulting, and Financial Planning services (generally required but can be waived for Asset Management and Pension Consulting; not negotiable for Financial Planning) Fee-only: Asset Management maximum annual fee up to 1.25%; combined with third-party money manager/SMA fee, total may not exceed 2.50%; Pension Consulting fees up to 0.60% of plan assets; Financial Planning hourly fee minimum $400/hour; flat fees range $4,000 to $25,000

Location

Oak Lawn, IL

Most active in

California · Illinois · Texas

Work history

Navalign

2018 - Present (8 years)

Carter Jacobs, LLC

2018 - 2018 (1 year)

Avondale Asset Management

2016 - 2018 (2 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Richard S

Series 63, Series 65

Chicago, IL

SRC Capital Management

Active portfolio management Concentrated stock management
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John D

Series 63, Series 65

Hinsdale, IL

Doncaster Wealth LLC

General retirement planning Income planning Wealth management Tax-loss harvesting
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Julia Z

CFP®, Series 63, Series 65

Chicago, IL

Genfi LLC

Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.) Options & derivatives strategies Executive
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Brian W

Series 65

Chicago, IL

Bright Lantern Financial LLC

Passive / index investing Tax-loss harvesting College savings (529s, UTMA, etc.) General retirement planning

Brett W

CFP®

Brookfield, IL

Wysopal Wealth

At Wysopal Wealth, we specialize in helping high-income professionals and former athletes manage the complexities of equity compensation and variable income. Our goal is to make sure your money works for you—today and for the future. We focus on creating personalized, values-driven financial plans that allow you to live fully now while planning for what’s next. I’m Brett Wysopal, a proud girl dad of two and a former minor pro hockey player. My experience in sports taught me discipline, focus, and resilience, all of which I apply to financial planning. After spending years navigating the world of equity compensation, I’ve made it my mission to help families simplify their finances, reduce tax burdens, and achieve their life goals. Our approach at Wysopal Wealth is rooted in personalized attention. We keep our client list small, ensuring every client receives the time and care they deserve. We dive deep into your financial situation, understanding your numbers, values, and what matters most to you. This allows us to tailor your financial strategy to your unique goals, whether that’s managing your equity, preparing for retirement, or planning a family legacy. Equity compensation is often the largest part of our clients' wealth, but it comes with complexities—ISOs, RSUs, stock options, and significant tax implications. Many people wait too long to make decisions about their equity, resulting in missed opportunities or unexpected tax bills. At Wysopal Wealth, we take a proactive approach, creating a strategy for when and how to execute your equity plans, minimize tax liability, and diversify your holdings. At Wysopal Wealth, financial happiness is the goal. We believe that money should support the life you want, and we’re here to help you make that happen.

Equity Recipients (RS/RSU, SOP, ESPP) General tax planning Technology Professional Gen Y/Millennials (Born 1980-1995)
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Michael C

Series 65

Chicago, IL

MJC Financial Fitness LLC

College savings (529s, UTMA, etc.) Cash flow / budgeting
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