Firm
Sovereign Wealth Partners
New Rockford, North Dakota
Fee-only
Sovereign Wealth Partners at a glance
- One of 12 fee-only firms based in North Dakota in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 2 employees and 8 individual clients.
- Its average account is about $4.4 million (assets it manages divided by its 14 accounts).
Facts
| Based in | New Rockford, North Dakota |
|---|---|
| Phone | (701) 947-2091 |
Sovereign Wealth Partners fees
Sovereign Wealth Partners doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $62 million |
| Individual clients | 8 |
| Accounts managed | 14 |
| Employees | 2 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | July 3, 2026 |
| SEC record | CRD 342625 |