Fee-only adviser · Minnetonka, MN
Navista Wealth Management, Inc.
Navista Wealth Management, Inc. is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Minnetonka, Minnesota. On its latest Form ADV, filed March 5, 2026, it reports $710M in regulatory assets under management, 385 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 332373 · SEC file 801-131013 |
| Office | 10900 Wayzata Blvd. Suite 720 Minnetonka, MN 55305 |
| Phone | (612) 315-2400 |
| Website | navistawealth.com |
| Regulatory assets under management | $710M ($605M discretionary) |
| Individual clients | 189 non-high-net-worth, 196 high-net-worth |
| Financial planning clients | 101-250 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 11 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 5, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Minnetonka
- Marks Group Wealth Management, Inc. $2.0B
- Marquette Wealth Management $1.1B
- Wealth Planning Group LLC $39M
- Twele Capital Management, Inc. $578M
- Duval Investment Group $109M
- Money Matters $25M
See all 11 fee-only advisers in Minnetonka →
Nearby
- St. Louis Park 5 firms
- Golden Valley 1 firm
- Plymouth 10 firms
- Deephaven 1 firm
- Wayzata 8 firms
- Eden Prairie 5 firms
- Edina 26 firms
- Minneapolis 41 firms
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