# Prevail Financial Partners, LLC

> Prevail Financial Partners, LLC is a state-registered investment advisory firm in Bayport, MN, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 31, 2026.

- CRD: 299552
- Filed as: PREVAIL FINANCIAL PARTNERS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Bayport, MN
- Filing period: October 2026
- Form ADV filing dated: January 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/299552
- AdvisorCensus page: https://advisorcensus.com/firm/prevail-financial-partners-llc-bayport-mn-299552

## Quick answers

**How is Prevail Financial Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Prevail Financial Partners, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Prevail Financial Partners, LLC located?**
Prevail Financial Partners, LLC's principal office is in Bayport, MN, according to its Form ADV.

**Is Prevail Financial Partners, LLC registered with the SEC or a state?**
Prevail Financial Partners, LLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 299552.

**How much does Prevail Financial Partners, LLC manage?**
Prevail Financial Partners, LLC reports $63,673,000 in regulatory assets under management in its Form ADV filing dated January 31, 2026 (0% discretionary).

**What types of clients does Prevail Financial Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (43); high net worth individuals (27).

**Does Prevail Financial Partners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/299552

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $63,673,000
- Discretionary: $0
- Non-discretionary: $63,673,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 43 | $15,107,000 |
| High net worth individuals | 27 | $48,566,000 |

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

### Firm details
- Registered since: 2019 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: MN, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- prevailfp.com
- LinkedIn @jessesell

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Prevail Financial Partners, LLC (CRD 299552): Form ADV filing data as of October 2026.