Firm
Navista Wealth Management
Minnetonka, Minnesota
Fee-only
Navista Wealth Management at a glance
- One of 180 fee-only firms based in Minnesota in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 11 employees and 385 individual clients, 196 of them high net worth.
- Its average account is about $480,000 (assets it manages divided by its 1,477 accounts).
Fee-only advisors in Minnesota · What fee-only advisors charge in Minnesota
Facts
| Based in | Minnetonka, Minnesota |
|---|---|
| Website | navistawealth.com |
| Phone | (612) 315-2400 |
Navista Wealth Management fees
Navista Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $710 million |
| Individual clients | 189 |
| High-net-worth clients | 196 |
| Accounts managed | 1,477 |
| Employees | 11 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-131013) |
| Financial planning | Offered |
| Form ADV filed | March 5, 2026 |
| SEC record | CRD 332373 |