Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
3 advisors
Number of Clients
388 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$472.2M

Fee Structure

Minimum Investment:None
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.75%
$500K - $1.0M1.50%
$1.0M - $3.0M1.25%
$3M+1.25%

Fees negotiable for accounts over $3,000,000. This fee structure applies to Comprehensive Portfolio Management. Asset Management fees are different. Pension Consulting fees are different.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Financial Plan Fee:$1,000 - $10,000
Hourly Rate:$250/hr

Prairie Wealth Advisors charges fees based on assets under management for portfolio and asset management services. Pension and financial planning services are charged hourly ($250/hour) or via flat fees ($1,000 - $50,000). Fees are negotiable based on various factors. The firm allows its IARs to set advisory fees within ranges provided by our firm. As a result, your IAR can charge more or less for the same service than another IAR of Prairie Wealth Advisors.

Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
Loading...

Advisor Information

Office location

10250 Regency Circle, Suite 115, Omaha, NE, 68114

Get directions
Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Prairie Wealth Advisors, INC.
December 2024 - Present · 1 yr 1 mo
Previous Registrations
Fbl Marketing Services, LLCBroker
March 2022 - December 2022 · 9 mos
Northwestern Mutual Investment Services, LLC Broker
November 2017 - March 2022 · 4 yrs 4 mos
MML Investors Services, LLC Broker
January 2017 - May 2017 · 4 mos
State Registrations1 state
NE
Advisor
Exams
No exam information available for this advisor.