Bruce Carlson
NavPoint Financial · Prior Lake, Minnesota
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.
Request an introduction to Bruce →
Specialties
Who they serve
- Executives
- High earners
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 | $752.2M across 945 accounts |
| SEC registration | Investment adviser representative in MN · CRD 1233580 |
| Exams passed | Series 63 (1984) · Series 65 (1992) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.navpoint-financial.com |
| Profile |
How Bruce's firm compares
- NavPoint Financial's average account is about $796,000, from its Form ADV (assets managed divided by 945 accounts).
Request an introduction to Bruce
Tell Bruce a little about what you're looking for. Bruce isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Bruce
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- NavPoint Financial website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.