# Steven Nelson

> Steven Nelson is a fee-only financial advisor at Prairiewood Wealth Management in Fargo, North Dakota, who holds the CFA credential. Prairiewood Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/steven-nelson/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Prairiewood Wealth Management
- **Based in:** Fargo, North Dakota
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $365.4M across 1,201 accounts
- **Credentials:** CFA
- **CRD:** 5629434 (https://adviserinfo.sec.gov/individual/summary/5629434)
- **SEC registration:** Investment adviser representative in ND
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** http://www.pw-wm.com

## Frequently asked questions

### Is Steven Nelson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Steven holds no broker registration, and Prairiewood Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Steven charge for financial advice?

Steven's firm, Prairiewood Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Steven Nelson based?

Steven Nelson is based in Fargo, North Dakota.

### What credentials does Steven Nelson hold?

Steven Nelson holds the CFA credential.

### Is Steven Nelson registered with the SEC?

Yes. Steven Nelson is registered as an investment adviser representative in ND (CRD 5629434), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Prairiewood Wealth Management manage?

Prairiewood Wealth Management reports $365.4M across 1,201 accounts in assets under management.

### How do I contact Steven Nelson?

Through Steven's website, www.pw-wm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5629434): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.