Northrock Partners, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 18, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$10,000

“The flat fee ranges from $500 to $10,000 depending on the scope of service provided as stated in the Wealth Management Agreement.”

Annual fee

$5,000/yr

“MINIMUM FEES As a condition for participation in the Program, NorthRock generally imposes a minimum Program Fee of $5,000 per year.”

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

How Northrock Partners, LLC bills

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

• “The Program Fee is generally charged quarterly, in advance, and calculated using the market value of the assets being managed by NorthRock on the last business day of the previous quarter.”
• “In the event the client relationship is terminated, the fee for the final billing period is prorated through the effective date of the termination and the outstanding balance is refunded or charged to the client, as appropriate.”
• “Some clients whose accounts were acquired by NorthRock continue to be billed under legacy billing practices, consistent with their Wealth Management Agreement.”

How Northrock Partners, LLC’s fees compare

• Its flat or project fee of $500-$10,000 spans the Minnesota median of $5,250. 49% of the 108 other Minnesota planners that publish a flat or project fee charge less.
• 4 of the 14 other planners in Minneapolis that publish a flat or project fee charge less.
• Its annual fee of $5,000 is below the Minnesota median of $8,050. 31% of the 49 other Minnesota planners that publish an annual fee charge less.
• 3 of the 10 other planners in Minneapolis that publish an annual fee charge less.

About Northrock Partners, LLC

• Firm size: 233 employees.
• Registered as an adviser: 2013 (13 years).

Planning areas mentioned in the brochure

• Tax planning
• Charitable giving

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

4,778

Employees

233

Works with

Individuals, high net worth individuals, pooled investment vehicles, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, selecting other advisers, educational seminars and workshops, and other services

Assets managed

$12,185,185,517

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

167908

Website

linkedin.com/company/northrock-x (opens in new tab)

Phone

(612) 367-8800

Can advise clients in 40 states: Arizona, California, Colorado, Connecticut, Florida, Georgia, Hawaii, Iowa, Idaho, Illinois, Indiana, Kansas, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, Montana, North Carolina, North Dakota, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin

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• Authentic Life Financial PlanningMinneapolis$300/hr, $8,000
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