Prairie Ridge Asset Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 3, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee

$7,500/yr

“There is a minimum annual fee of $7,500 per plan.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Prairie Ridge Asset Management, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are generally deducted directly from client accounts, but clients may elect to alternatively pay fees by check.”
• “Services may be terminated at any time by either party with 30 days written notice to the other party, and fees will be prorated accordingly.”
• “Any payments made in advance will be prorated and refunded to the client.”

How Prairie Ridge Asset Management, LLC’s fees compare

• Its annual fee of $7,500 is above the Kansas median of $5,050. 71% of the 21 other Kansas planners that publish an annual fee charge less.
• 8 of the 10 other planners in Overland Park that publish an annual fee charge less.

About Prairie Ridge Asset Management, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Founded: 2008 (18 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.35% a year

Minimum

$7,500 minimum fee (stated in brochure)

Clients

58

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$62,819,296

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

289006

Website

prairieridgeasset.com (opens in new tab)

Phone

(913) 749-1111

Can advise clients in 2 states: Kansas, Missouri

Other planners in Overland Park that publish fees

• Allos Investment Advisors, LLCOverland Park$150/mo, $1,800/yr
• Artisan Financial PlanningOverland Park$250/hr, $2,500⁠-⁠$10,000
• Aspen Wealth Management, Inc.Overland Park$125/hr
• Aspyre Wealth PartnersOverland Park$150⁠-⁠$500/hr
• Balanced Financial Planning, Inc.Overland Park$270/hr
• Coplanning Financial LLCOverland Park$6,900, $12,000/yr

Compare all 66 planners in Overland Park