# RossJohnson & Associates

RossJohnson & Associates is a Bank / Wealth / Trust based in Plymouth, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Plymouth, United States
- **Region:** North America
- **Address:** 3380 Annapolis Lane North, Suite B-100, Plymouth, MN 55447, United States
- **Assets under management:** Undisclosed
- **Website:** rossjohnsonweb.com

## Regulatory record

- **CRD number:** 297583
- **SEC file number:** 801-118296
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/297583

## About

RossJohnson & Associates is an SEC-registered investment adviser in Plymouth, MN, since 2020. The firm manages $212 million in assets, $205 million on a discretionary basis. It has 4 employees and 3 investment advisers.

## Sectors

- Wealth Management

## People

- Patrick Ross — Founder

## Questions

### Who runs investment and planning decisions at RossJohnson & Associates?

Patrick Ross, the founder, guides the firm's advisory and planning decisions. He brings more than 30 years of financial-services experience to the practice. The firm operates as a unified office under his direction.

### What is the firm's approach to financial planning?

RossJohnson & Associates structures its service around three phases: wealth accumulation, distribution and conservation. The firm applies continuous monitoring to adjust plans as client circumstances and markets evolve, rather than treating planning as an annual or episodic event.

### Does the firm manage assets on a discretionary basis?

The publicly available information describes planning, monitoring and resource-alignment services across the financial lifecycle. The specific regulatory structure and discretionary versus non-discretionary posture are not detailed in the firm's public materials.

### What is the firm's succession or continuity plan?

The firm is guided by a single founder, Patrick Ross, whose three-decade career anchors the practice. Public materials do not disclose a named successor or formal continuity structure beyond the founder's ongoing leadership.

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Last updated: 2026-06-03T20:00:00.000Z

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