Postrock Partners LLC fees and pricing

Financial planner in Overland Park, Kansas. Registered with the SEC.

According to its Form ADV Part 2A brochure dated May 5, 2026, Postrock Partners LLC charges a monthly fee of $500⁠-⁠$5,000 for financial planning.

Published fees

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

Monthly fee: $500⁠-⁠$5,000/mo; “PostRock Partners offers financial planning services for a fixed engagement fee ranging from $500 to $5,000 per month.”

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

“Fees for Advisory Services Family Office Services Family office fees are paid monthly in arrears pursuant to the terms of the agreement.”
“PostRock Private Wealth Services Wealth management fees are paid monthly in arrears pursuant to the terms of the wealth management agreement.”
“The advisory fee in the first month of service is prorated from the inception date of the account[s] to the end of the first month.”

How the firm is paid: Fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.5% a year
Clients: 19
Employees: 5
Works with: High net worth individuals and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
Assets managed: $489,068,507
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 328865
Website: postrockpartners.com (opens in new tab)
Phone: (913) 308-8030

Can advise clients in 2 states: Kansas, Missouri

Is something on this page wrong or out of date?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.