Navista Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$670,570,851
Clients
385
Advisors
4
across 2 offices
About
Navista Wealth Management serves individual and high-net-worth clients through discretionary portfolio management, financial planning, and consultative services, including specific offerings for divorce planning and ongoing financial coaching. The firm also recommends and monitors third-party money managers and implements firm-developed model portfolios as part of its advisory services.
Navista tailors advice to each client's objectives and generally operates with discretionary authority, using a blend of model portfolios, third-party manager strategies (including Raymond James Consulting Services), and analytical methods ranging from fundamental and technical analysis to modern portfolio theory. The firm primarily allocates among mutual funds and ETFs and discloses that tax efficiency is not the primary consideration unless otherwise agreed.
What is distinctive about Navista is its small team of four advisors managing roughly $710 million in client assets (as of January 14, 2026), a high assets-per-advisor profile that stands out among team firms and follows the firm’s 2024 start of operations. The brochure also highlights specialized divorce-planning work (with services such as court preparation and attendance) and discloses advisor affiliations with a broker-dealer and insurance licensing, which create potential commission-related conflicts tied to certain product recommendations.
Client services
Expertise
Fee options
Fixed fees ranging from $200 to $5,000 for financial planning and consulting services; one-time fixed fee of $1,000 for certain customized and complex financial coaching services
$0 - $2,000,000: 0.95% $2,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.65% $5,000,001 - $10,000,000: 0.50% Over $10,000,000+: Negotiable
Separate commission-based compensation earned by registered representatives and insurance agents affiliated with the firm for securities and insurance products
Hourly fees ranging from $50 to $350 per hour for financial planning, consulting and divorce planning services; $350/hour for court preparation and attendance; $75/hour for travel time and administrative tasks
Monthly financial coaching services fee of $200 per month; additional monthly fee of $50 for customized services; ongoing review fee up to $500 per month
Account minimum: $25,000 Minimum fee: Minimum annual fee of 0.25% to open and maintain an advisory account, negotiable and may be waived Fee-only: Hourly fee $50 to $350 per hour; Fixed fees $200 to $5,000; Monthly financial coaching fee $200; Additional monthly fee $50 or one-time fixed fee $1,000 for complex services; Ongoing review fee not to exceed $500 per month
Main office
See office10900 Wayzata Blvd., Suite 720
Minnetonka MN 55305
Advisors at this office
3
Offices (2)
Most active in
Arizona · Florida · Minnesota · New York · Texas · Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Robert B
CFP®, Series 63
Naples, FL
Navista Wealth Management, Inc.
Robert Bjork is a CFP® with 45 years of industry experience. He is currently a wealth advisor and founder at Navista Wealth Management, Inc. in Naples, FL, and has held advisory roles at various firms including Raymond James Financial and Collaborative Legacy Partners. Outside of his advisory work, he is owner and president of Bjork Financial Services, Inc., a payroll services company. Navista Wealth Management serves individual and high-net-worth clients through discretionary portfolio management, financial planning, and consultative services, including specialized divorce planning. The firm combines model portfolios, third-party manager strategies, and various analytical methods to tailor investment advice, primarily allocating among mutual funds and ETFs.
Derek W
Series 66
Minnetonka, MN
Navista Wealth Management, Inc.
Derek Wulff is a financial advisor at Navista Wealth Management, Inc. in Minnetonka, MN, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Cabot Lodge Securities LLC, Raymond James Financial Services, Inc., and Wells Fargo. Outside of advisory work, he is employed by Bjork Financial Services, Inc., a non-investment-related payroll entity. Navista Wealth Management serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and consultative services, including specialized divorce planning and ongoing financial coaching. The firm uses a combination of model portfolios, third-party money managers, and analytical methods to tailor advice primarily through mutual funds and ETFs.
Michelle K
CFP®, Series 66
Minnetonka, MN
Navista Wealth Management, Inc.
Michelle Klisanich is a CFP® professional with 19 years of experience in financial advising. She is currently with Navista Wealth Management, Inc., where she also offers specialized divorce financial planning services under the Financial Wise Divorce brand. Klisanich is a paid speaker at industry events and provides professional coaching and training related to practice management and niche development through her firm, MK Financial Services, LLC. Navista Wealth Management serves individual and high-net-worth clients with portfolio management, financial planning, financial coaching, and dedicated divorce-planning consulting. The firm uses model portfolios spanning conservative to aggressive allocations and primarily recommends mutual funds and ETFs, managing over $630 million with a small advisory team.
Benjamin B
Series 63, Series 65
Minnetonka, MN
Navista Wealth Management, Inc.
Benjamin Bjork is a financial advisor at Navista Wealth Management, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial Services Advisors Inc. and Acrew Corporation. Outside of his advisory role, he is associated with Bjork Financial Services, Inc., a non-investment related business. Navista Wealth Management serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management, financial planning, and specialized divorce-planning consulting. The firm uses model portfolios and third-party managers to tailor advice based on clients’ time horizons and risk tolerances, managing a large asset base with a small advisory team.
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