Steven Nelson
Prairiewood Wealth Management · Fargo, North Dakota
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.
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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 | $365.4M across 1,201 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in ND · CRD 5629434 |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.pw-wm.com |
How Steven's firm compares
- Prairiewood Wealth Management's average account is about $304,000, from its Form ADV (assets managed divided by 1,201 accounts).
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Questions about Steven
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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