Prairieview Wealth & Tax Advisors fees and pricing
Financial planner in Frankfort, Illinois. Registered with the SEC.
According to its Form ADV Part 2A brochure dated September 30, 2026, Prairieview Wealth & Tax Advisors charges an annual fee of $500-$20,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $500-$20,000/yr
“Fees for Financial Planning and Consulting Services Clients that are receiving financial planning services only are charged an annual fixed fee ranging from $500 to $20,000, depending on the complexity of a client’s plan and services provided.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Prairieview Wealth & Tax Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “If based on a percentage of the value of assets under management, the advisory fee for the initial month shall be paid, on a pro rata basis, in arrears, based on the asset value of the client’s accounts at the end of such initial month.”
- “Upon the termination of a client’s advisory relationship, PrairieView will issue a refund equal to any unearned management fee for the remainder of the month.”
How Prairieview Wealth & Tax Advisors’ fees compare
- Its annual fee of $500-$20,000 spans the Illinois median of $7,500. 73% of the 77 other Illinois planners that publish an annual fee charge less.
About Prairieview Wealth & Tax Advisors
“PrairieView prepares and provides the financial planning client with a written comprehensive financial plan and performs quarterly, semi-annual or annual reviews of the plan with the client, dependent on the client’s needs in accordance with the financial planning agreement.”
- Firm size: 9 employees.
- Registered as an adviser: 2023 (3 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 288
- Employees
- 9
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $207,454,539
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 327974
- Phone
- (708) 326-4750
Can advise clients in 6 states: Florida, Illinois, Indiana, Ohio, Texas, Wisconsin
Other planners in Frankfort that publish fees
- Latko Wealth Management, LTD.Frankfort$200-$400/hr, $200-$5,000
- Long Run Financial, LTDFrankfort$250/hr
- Regal Oak Financial, LLCFrankfort$150/hr, $75/mo
- 15 Wealth Advisors LLCMundelein$250-$10,000/yr
- 1ST Advantage Financial Advisers, LLCLombard$200/hr
- Alo Financial PlanningMount Prospect$3,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.