{
  "crd_number": 327974,
  "slug": "prairieview-wealth-and-tax-advisors-frankfort-il-327974",
  "primary_business_name": "PRAIRIEVIEW WEALTH & TAX ADVISORS",
  "legal_name": "PRAIRIEVIEW WEALTH PARTNERS, LLC",
  "dbas": [],
  "city": "Frankfort",
  "state": "IL",
  "country": "United States",
  "cbsa_code": "16980",
  "metro": {
    "cbsa_code": "16980",
    "common_name": "Chicago",
    "msa_name": "Chicago-Naperville-Elgin, IL-IN",
    "path": "/advisors/il/chicago"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2023-09-29",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-10-01",
  "carried_forward": false,
  "raum_total": 207454539.0,
  "raum_discretionary": 207454539.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 9,
  "advisory_employees": 4,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 77346940.0,
      "count": 213
    },
    "high_net_worth_individuals": {
      "raum": 130107599.0,
      "count": 75
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "IL",
    "IN",
    "OH",
    "TX",
    "WI"
  ],
  "websites": [
    "https://facebook.com/PrairieViewWealthPartners",
    "https://instagram.com/prairieview_wealth_partners",
    "https://linkedin.com/company/prairieview-wealth-partners",
    "https://pv-wp.com.com",
    "https://youtube.com/channel/UC8PDWf43i55UHTIZd9NIT2Q"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/327974",
  "city_as_filed": "FRANKFORT",
  "url": "https://advisorcensus.com/firm/prairieview-wealth-and-tax-advisors-frankfort-il-327974",
  "display_name": "Prairieview Wealth & Tax Advisors",
  "summary": "Prairieview Wealth & Tax Advisors is an SEC-registered investment advisory firm in Frankfort, IL, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated October 1, 2026.",
  "citation": "AdvisorCensus. Prairieview Wealth & Tax Advisors (CRD 327974): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Prairieview Wealth & Tax Advisors compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Prairieview Wealth & Tax Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Prairieview Wealth & Tax Advisors charge?",
      "a": "Its Form ADV Part 2A brochure dated April 29, 2026 states: Flat fee: $500 to $20,000 a year (Financial Planning and Consulting Services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Prairieview Wealth & Tax Advisors located?",
      "a": "Prairieview Wealth & Tax Advisors' principal office is in Frankfort, IL, according to its Form ADV; the October 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Prairieview Wealth & Tax Advisors registered with the SEC or a state?",
      "a": "Prairieview Wealth & Tax Advisors is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 327974."
    },
    {
      "q": "How much does Prairieview Wealth & Tax Advisors manage?",
      "a": "Prairieview Wealth & Tax Advisors reports $207,454,539 in regulatory assets under management in its Form ADV filing dated October 1, 2026 (100% discretionary)."
    },
    {
      "q": "How have Prairieview Wealth & Tax Advisors' assets and staff changed since 2023?",
      "a": "In the Form ADV data for Prairieview Wealth & Tax Advisors: Regulatory assets under management: $0 in the October 2023 data and $207,454,539 in the October 2026 data. Total employees: 2 in October 2023 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Prairieview Wealth & Tax Advisors serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (213); high net worth individuals (75)."
    },
    {
      "q": "Which custodians does Prairieview Wealth & Tax Advisors use?",
      "a": "Prairieview Wealth & Tax Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Prairieview Wealth & Tax Advisors report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/327974"
    },
    {
      "q": "What changed in Prairieview Wealth & Tax Advisors' recent Form ADV filings?",
      "a": "In the October 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 2,
      "filing_date": "2023-09-12"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 134935711.0,
      "total_employees": 5,
      "filing_date": "2024-01-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 163727198.0,
      "total_employees": 5,
      "filing_date": "2025-07-03"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 207454539.0,
      "total_employees": 9,
      "filing_date": "2026-10-01"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Employees performing advisory functions went from 3 to 4.",
        "Regulatory assets under management went from $163,727,198 to $207,454,539 (+27%).",
        "Added an office in Cincinnati, OH.",
        "No longer lists an office in Rockford, IL."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated April 29, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": "$2,500",
    "planning_fees": [
      "Flat fee: $500 to $20,000 a year (Financial Planning and Consulting Services)"
    ],
    "figures": [
      {
        "label": "Minimum annual fee",
        "statements": [
          "Minimum annual fee: $2,500"
        ],
        "quotes": [
          "PrairieView does impose a minimum annual fee of $2,500 for the provision of investment management services."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $500 to $20,000 a year (Financial Planning and Consulting Services)"
        ],
        "quotes": [
          "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."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": 2500.0,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 500.0,
          "max": 20000.0,
          "period": "annual",
          "service": "Financial Planning and Consulting Services"
        }
      ]
    },
    "quotes": [
      "PrairieView does impose a minimum annual fee of $2,500 for the provision of investment management 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."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab",
      "name_as_filed": "CHARLES SCHWAB",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/prairieview-wealth-and-tax-advisors-frankfort-il-327974.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 213,
      "fewer_than_5": false,
      "raum": 77346940.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 75,
      "fewer_than_5": false,
      "raum": 130107599.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/327974",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}