# Derek Wulff

> Derek Wulff is a fee-only financial advisor at Navista Wealth Management in Minnetonka, Minnesota. Derek focuses on retirement planning, equity compensation and estate & legacy planning. Navista Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Navista Wealth Management
- **Based in:** Minnetonka, Minnesota
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $709.6M across 1,477 accounts
- **Specialties:** Retirement planning, Equity compensation, Estate & legacy planning, Tax planning
- **Works with:** Executives, Pre-retirees, Founders
- **CRD:** 6900343 (https://adviserinfo.sec.gov/individual/summary/6900343)
- **SEC registration:** Investment adviser representative in MN
- **Exams passed:** Series 66 (2025)
- **Firm size:** 11 employees
- **Disclosures:** None reported
- **Website:** https://navistawealth.com/

## Frequently asked questions

### Is Derek Wulff a fee-only financial advisor?

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

### How does Derek charge for financial advice?

Derek's firm, Navista Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Derek Wulff based?

Derek Wulff is based in Minnetonka, Minnesota.

### What does Derek specialize in?

Derek's specialties include retirement planning, equity compensation, estate & legacy planning and tax planning. Derek works with executives, pre-retirees and founders.

### Is Derek Wulff registered with the SEC?

Yes. Derek Wulff is registered as an investment adviser representative in MN (CRD 6900343), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Navista Wealth Management manage?

Navista Wealth Management reports $709.6M across 1,477 accounts in assets under management.

### How do I contact Derek Wulff?

Through Derek's website, navistawealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6900343): 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://navistawealth.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.