David Martell
NavPoint Financial · Prior Lake, Minnesota
David Martell is a fee-only financial advisor at NavPoint Financial in Prior Lake, Minnesota. David charges a percentage of assets, a flat fee or retainer and a one-time planning fee and focuses on small business owners.
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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 AZ, MN, PA, TX · CRD 2816882 |
| Exams passed | Series 63 (1996) · Series 65 (1999) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.navpoint-financial.com |
How David's firm compares
- NavPoint Financial's average account is about $796,000, from its Form ADV (assets managed divided by 945 accounts).
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Questions about David
Is David Martell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David 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 David charge for financial advice?
David charges a percentage of assets, a flat fee or retainer and a one-time planning fee.
Where is David Martell based?
David Martell is based in Prior Lake, Minnesota.
What does David specialize in?
David's specialties include small business owners. David works with executives and high earners.
Is David Martell registered with the SEC?
Yes. David Martell is registered as an investment adviser representative in AZ, MN, PA and TX (CRD 2816882), 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 David Martell?
Through David'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.
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