Firm
Prairiewood Wealth Management
Fargo, North Dakota
Fee-only
Prairiewood Wealth Management at a glance
- One of 12 fee-only firms based in North Dakota in the Wellspent graph.
- 7 advisors are listed here; 3 of 7 hold the CFP.
- Its Form ADV reports 8 employees and 234 individual clients, 129 of them high net worth.
- Its average account is about $304,000 (assets it manages divided by its 1,201 accounts).
Facts
| Based in | Fargo, North Dakota |
|---|---|
| [email protected] | |
| Phone | (701) 234-0521 |
Prairiewood Wealth Management fees
Prairiewood Wealth Management 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
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $365 million |
| Individual clients | 105 |
| High-net-worth clients | 129 |
| Accounts managed | 1,201 |
| Employees | 8 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-118221) |
| Financial planning | Offered |
| Form ADV filed | October 8, 2026 |
| SEC record | CRD 149007 |