Firm
NavPoint Financial
Prior Lake, Minnesota
Fee-only
NavPoint Financial at a glance
- One of 180 fee-only firms based in Minnesota in the Wellspent graph.
- 3 advisors are listed here.
- Its Form ADV reports 7 employees and 229 individual clients, 188 of them high net worth.
- Its average account is about $796,000 (assets it manages divided by its 945 accounts).
Fee-only advisors in Minnesota · What fee-only advisors charge in Minnesota
Facts
| Based in | Prior Lake, Minnesota |
|---|---|
| Website | navpoint-financial.com |
| [email protected] | |
| Phone | (952) 746-1115 |
NavPoint Financial fees
NavPoint Financial doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets, flat fee, one-time plans or projects. 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 | $752 million |
| Individual clients | 41 |
| High-net-worth clients | 188 |
| Accounts managed | 945 |
| Employees | 7 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-55229) |
| Financial planning | Offered |
| Form ADV filed | March 25, 2026 |
| SEC record | CRD 109432 |