PlannerFees

Sovereign Wealth Partners, LLC fees and pricing

Financial planner in New Rockford, North Dakota. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated July 3, 2026, Sovereign Wealth Partners, LLC charges $125 an hour and a flat or project fee of $500⁠-⁠$2,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 3, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$125/hr
“Services are offered at an hourly rate of $125 per hour.”
Flat or project fee
$500⁠-⁠$2,000
“Financial planning for ERISA plans is available at an hourly rate of $125 or a fixed fee ranging from $500 to $2,000 based on complexity and client needs.”

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

How Sovereign Wealth Partners, LLC bills

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

  • “The annual fee is negotiable and may be reduced for combined household accounts.”
  • “The planning fee is due upon delivery of the completed plan.”
  • “Clients may cancel within five (5) business days of signing the Agreement with no obligation; thereafter, a pro-rata fee based on work completed will apply.”

How Sovereign Wealth Partners, LLC’s fees compare

  • Its hourly rate of $125 is below the North Dakota median of $250. None of the 11 other North Dakota planners that publish an hourly rate charge less.
  • Its flat or project fee of $500-$2,000 spans the North Dakota median of $913. 71% of the 7 other North Dakota planners that publish a flat or project fee charge less.

About Sovereign Wealth Partners, LLC

“Advisor offers financial planning and consulting services on a fee basis.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 2 employees.
  • Registered as an adviser: 2026.

Firm details from Form ADV

How the firm is paid
Hourly fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1.25% a year
Clients
8
Employees
2
Works with
Individuals and pension and profit sharing plans
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed
$61,500,000
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
342625
Phone
(701) 947-2091

Other planners in North Dakota that publish fees

Compare all 23 planners in North Dakota

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.