Prairie Wealth Advisors

Prairie Wealth Advisors at a glance

• One of 47 fee-only firms based in Nebraska in the Wellspent graph.
• 10 advisors are listed here; 2 of 10 hold the CFP.
• Its Form ADV reports 12 employees and 370 individual clients, 100 of them high net worth.
• Its average account is about $1.4 million (assets it manages divided by its 389 accounts).

Fee-only advisors in Nebraska · What fee-only advisors charge in Nebraska

Facts

Prairie Wealth Advisors fees

Prairie Wealth Advisors 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

Advisors at this firm (10)

• Aaron Homan

• Brooke Wimes

• Caleb Friendt

• Colin Longacre

  CFP

• Craig Hundt

• Jon McGrew

• Kimberly Baker

• Michael Finnegan

  CFA

• Paula Deitering

• Timothy McEwen

  CFP