Derek Wulff
Navista Wealth Management · Minnetonka, Minnesota
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.
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Specialties
Who they serve
- Executives
- Pre-retirees
- Founders
Facts
| Firm | Navista Wealth Management |
|---|---|
| Based in | Minnetonka, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $709.6M across 1,477 accounts |
| SEC registration | Investment adviser representative in MN · CRD 6900343 |
| Exams passed | Series 66 (2025) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | navistawealth.com |
| Profile |
How Derek's firm compares
- Navista Wealth Management's average account is about $480,000, from its Form ADV (assets managed divided by 1,477 accounts).
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Questions about Derek
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.
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
- Navista Wealth Management 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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