Firm
Prevail Financial Partners
Bayport, Minnesota
Fee-only
Prevail Financial Partners at a glance
- One of 180 fee-only firms based in Minnesota in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 70 individual clients, 27 of them high net worth.
- Its average account is about $366,000 (assets it manages divided by its 174 accounts).
Fee-only advisors in Minnesota · What fee-only advisors charge in Minnesota
Facts
| Based in | Bayport, Minnesota |
|---|---|
| Website | prevailfp.com |
| Phone | (651) 289-6683 |
Prevail Financial Partners fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1.15% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"Up to $1,000,000 1.15%" source
"Combined Account Balance Annual Rate Up to $1,000,000 1.15%" source
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 | $64 million |
| Individual clients | 43 |
| High-net-worth clients | 27 |
| Accounts managed | 174 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | January 31, 2026 |
| SEC record | CRD 299552 |
Advisors at this firm (1)
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