Prairiewood Wealth Management fees and pricing
Financial planner in Fargo, North Dakota. Registered with the SEC.
According to its Form ADV Part 2A brochure dated June 30, 2026, Prairiewood Wealth Management charges a flat or project fee of $500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500
“Clients who choose to receive access to the estate planning software will be charged a one-time access fee of $500 and an ongoing annual fee of $100 for continued access to the software platform.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Prairiewood Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “How Fees are Charged Our investment management fees are billed quarterly in arrears.”
- “These fees are invoiced after the services have been performed.”
- “Clients are billed directly and these fees are separate from and in addition to our investment advisory fees.”
How Prairiewood Wealth Management’s fees compare
- Its flat or project fee of $500 is below the North Dakota median of $913. None of the 7 other North Dakota planners that publish a flat or project fee charge less.
- None of the 2 other planners in Fargo that publish a flat or project fee charge less.
About Prairiewood Wealth Management
“Prairiewood offers wealth management services to clients which includes financial planning, tax planning, and investment management.”
- Firm size: 8 employees.
- Credentials named in the brochure: CFP®, CPA, and CFA.
- Registered as an adviser: 2020 (6 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Social Security
- Charitable giving
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
- 1.5% a year
- Clients
- 234
- Employees
- 8
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $365,413,413
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 149007
- Phone
- (701) 234-0521
Can advise clients in 2 states: Minnesota, North Dakota
Other planners in Fargo that publish fees
- Complete Investment Advisory, LLCFargo$250/hr
- Cultivate FinancialFargo$300/hr, $500-$6,000
- Eighth Wonder InvestmentsFargo$125/hr
- Fjell CapitalFargo$500/hr, $1,250/qtr
- Light Financial Services, Inc.Fargo$750-$7,500
- Shockman FinancialFargo$250-$500/hr
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.