Navista Wealth Management, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$75⁠-⁠$350/hr

“Court Preparation Travel Time Attendance at Court Administrative $350/hour $75/hour $350/hour $75/hour Hourly Fees:”

Flat or project fee

$200⁠-⁠$5,000

“We may offer Fee for Service which is a flat fee ranging from $200 to $5,000 depending upon the complexity and comprehensiveness of the service performed.”

Monthly fee

$500/mo

“Ongoing financial planning reviews are charged a fixed amount based on the complexity and comprehensiveness not to exceed $500 per month, payable at the beginning of each month.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Navista Wealth Management, Inc. bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Our advisory fee is negotiable, depending on individual client circumstances.”
• “If you have pre-paid advisory fees that we have not yet earned, you will receive a prorated refund of those fees.”
• “Our fee is billed and payable in advance.”

How Navista Wealth Management, Inc.’s fees compare

• Its hourly rate of $75-$350 spans the Minnesota median of $263. 29% of the 115 other Minnesota planners that publish an hourly rate charge less.
• 2 of the 4 other planners in Minnetonka that publish an hourly rate charge less.
• Its flat or project fee of $200-$5,000 is below the Minnesota median of $5,250. 25% of the 108 other Minnesota planners that publish a flat or project fee charge less.
• None of the 4 other planners in Minnetonka that publish a flat or project fee charge less.

About Navista Wealth Management, Inc.

• Firm size: 11 employees.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Divorce
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

0.95% a year

Clients

385

Employees

11

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and charities

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$709,598,783

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

332373

Website

navistawealth.com (opens in new tab)

Phone

(612) 315-2400

Can advise clients in 6 states: Arizona, Florida, Minnesota, New York, Texas, Wisconsin

Other planners in Minnetonka that publish fees

• Bluestem Wealth Partners, LLCMinnetonka$300⁠-⁠$20,000
• Duval Investment GroupMinnetonka$175/hr, $2,500/qtr
• E-Wealth PartnersMinnetonka$200⁠-⁠$800/hr, $5,000/yr
• Fidere AdvisorsMinnetonka$100/hr, $5,000
• Lundeen Abrams Advisors, LLCMinnetonka$1,000⁠-⁠$5,000
• Marks Group Wealth Management, Inc.Minnetonka$10,000⁠-⁠$100,000/yr

Compare all 13 planners in Minnetonka