# Prairieview Wealth & Tax Advisors

> 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.

- CRD: 327974
- Filed as: PRAIRIEVIEW WEALTH & TAX ADVISORS
- Legal name: Prairieview Wealth Partners, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Frankfort, IL
- Filing period: October 2026
- Form ADV filing dated: October 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/327974
- AdvisorCensus page: https://advisorcensus.com/firm/prairieview-wealth-and-tax-advisors-frankfort-il-327974

## Quick answers

**How is Prairieview Wealth & Tax Advisors compensated?**
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).

**How much does Prairieview Wealth & Tax Advisors charge?**
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.

**Where is Prairieview Wealth & Tax Advisors located?**
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).

**Is Prairieview Wealth & Tax Advisors registered with the SEC or a state?**
Prairieview Wealth & Tax Advisors is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 327974.

**How much does Prairieview Wealth & Tax Advisors manage?**
Prairieview Wealth & Tax Advisors reports $207,454,539 in regulatory assets under management in its Form ADV filing dated October 1, 2026 (100% discretionary).

**How have Prairieview Wealth & Tax Advisors' assets and staff changed since 2023?**
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.

**What types of clients does Prairieview Wealth & Tax Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (213); high net worth individuals (75).

**Which custodians does Prairieview Wealth & Tax Advisors use?**
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.

**Does Prairieview Wealth & Tax Advisors report any disciplinary disclosures?**
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

**What changed in Prairieview Wealth & Tax Advisors' recent Form ADV filings?**
In the October 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated April 29, 2026)

- Minimum annual fee: $2,500

> PrairieView does impose a minimum annual fee of $2,500 for the provision of investment management services.

- Flat fee: $500 to $20,000 a year (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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab

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.

### Regulatory assets under management (Item 5.F)
- Total: $207,454,539
- Discretionary: $207,454,539
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 213 | $77,346,940 |
| High net worth individuals | 75 | $130,107,599 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2023 (3 years)
- Employees: 9 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, IL, IN, OH, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Cincinnati, OH
- St. Charles, IL

### Websites listed on Form ADV (Item 1.I)
- [pv-wp.com.com](https://pv-wp.com.com)
- Facebook @PrairieViewWealthPartners
- Instagram @prairieview_wealth_partners
- LinkedIn @prairieview-wealth-partners
- YouTube @UC8PDWf43i55UHTIZd9NIT2Q

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $0 | 2 | September 12, 2023 |
| October 2024 | $134,935,711 | 5 | January 26, 2024 |
| October 2025 | $163,727,198 | 5 | July 3, 2025 |
| October 2026 | $207,454,539 | 9 | October 1, 2026 |

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.

## Changes in the filing (last 12 months)

### October 2026
- Updated its list of owners and control persons (Schedule A).

### March 2026
- 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Prairieview Wealth & Tax Advisors (CRD 327974): Form ADV filing data as of October 2026.