# Bruce Carlson

> Bruce Carlson is a fee-only financial advisor at NavPoint Financial in Prior Lake, Minnesota. Bruce charges a percentage of assets, a flat fee or retainer and a one-time planning fee and focuses on small business owners.

Page: https://find.wellspent.co/advisors/bruce-carlson/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** NavPoint Financial
- **Based in:** Prior Lake, Minnesota
- **Fee model:** Percentage of assets; Flat fee or retainer; One-time planning fee
- **Assets under management (firm):** $752.2M across 945 accounts
- **Specialties:** Small business owners
- **Works with:** Executives, High earners
- **CRD:** 1233580 (https://adviserinfo.sec.gov/individual/summary/1233580)
- **SEC registration:** Investment adviser representative in MN
- **Exams passed:** Series 63 (1984), Series 65 (1992)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** https://www.navpoint-financial.com

## Frequently asked questions

### Is Bruce Carlson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Bruce holds no broker registration, and NavPoint Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Bruce charge for financial advice?

Bruce charges a percentage of assets, a flat fee or retainer and a one-time planning fee.

### Where is Bruce Carlson based?

Bruce Carlson is based in Prior Lake, Minnesota.

### What does Bruce specialize in?

Bruce's specialties include small business owners. Bruce works with executives and high earners.

### Is Bruce Carlson registered with the SEC?

Yes. Bruce Carlson is registered as an investment adviser representative in MN (CRD 1233580), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does NavPoint Financial manage?

NavPoint Financial reports $752.2M across 945 accounts in assets under management.

### How do I contact Bruce Carlson?

Through Bruce's website, www.navpoint-financial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1233580): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://navpoint-financial.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.