NavPoint Financial, Inc. fees
Financial planner in Prior Lake, Minnesota. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 25, 2026, NavPoint Financial, Inc. (Prior Lake, MN) charges $150-$600 an hour and an annual fee of $500-$20,000 for financial planning.
- Website: navpoint-financial.com (opens in new tab)
- Call (952) 746-1115
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change.
- Hourly rate
- $150-
$600/hr Runs from below the Minnesota median of $263 to above it.
“They will generally be assessed at a rate of $150 - $600 per hour (depending on the personnel providing the services).”
- Annual fee
- $500-
$20,000/yr Runs from below the Minnesota median of $9,375 to above it.
“Fixed fees generally range from $500 to $20,000 annually.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 7 employees
- Registered since
- 1998 (28 years)
How NavPoint Financial, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fixed fees are billed quarterly in advance.”
- “Hourly fees for Special Projects are identified in advance.”
- “Hourly charges will be billed monthly in arrears, or at the end of project, whichever is specified in the contract.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, annual planning fees, and a percentage of assets under management
- Clients
- 229
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $752 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of March 25, 2026
- CRD number
- 109432 (opens in new tab)
- Phone
- (952) 746-1115
Registered or notice filed in 11 states: Arizona, California, Florida, Georgia, Minnesota, New Hampshire, Pennsylvania, Tennessee, Texas, Washington, Wisconsin
Other planners in Prior Lake that publish fees
- Compass Private Wealth Consulting, LLCPrior LakeHourly $250/hr
More planners in Minnesota that publish fees
- Kubo Financial Planning and Investments, LLCEdinaFlat up to $5,000
- Castle Rock Financial Planning, Inc.Mendota HeightsHourly $150-$300/hr, Flat $4,000-$6,000
- Vera Lake Capital, LLCEdinaFlat up to $10,000
- SilverOak Wealth Management LLCEdinaFlat $1,500-$20,000
- Phillip James Financial Co.PlymouthFlat $2,500-$5,000
- Twele Capital Management, Inc.MinnetonkaHourly $200-$500/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.