Prairie Advisory, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 8 employees
Firm type
Supported
1-4 advisors or >$200M in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Prairie Advisory is an SEC-registered investment adviser that provides discretionary portfolio management, financial planning, and retirement plan advisory services to individuals, families, businesses, and retirement plans. It delivers these services through Investment Advisory Representatives who operate under their own legal entities and trade names while remaining supervised by the firm.
The firm implements a globally diversified, modern-portfolio-theory approach, primarily using mutual funds and exchange-traded funds alongside fundamental security analysis, market-trend and economic-cycle analysis. Portfolios are generally managed with a long-term orientation, though the firm may at times employ shorter-term trading, margin, or option strategies and provides ongoing monitoring and reporting.
Prairie Advisory’s brochure highlights two features that are less common among peers: it offers retirement-plan/pension consulting and plan-level discretionary and non-discretionary services, and it may charge hourly fees for standalone financial planning engagements. The firm was newly formed at the time of its initial filing and reported no assets under management, and some associated persons are registered representatives of LPL Financial—a relationship the brochure discloses as a potential source of conflicts of interest.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Wealth management
Fee options
Financial planning services may also be charged as fixed fees, quoted in advance and negotiated based on complexity and level of service.
Some affiliated persons may receive commissions from securities transactions through LPL Financial LLC, but Prairie Advisory itself does not receive commissions for managed accounts.
Financial planning services may be charged on an hourly basis; fees are quoted in advance and negotiated based on complexity.
Fee-only: Stand-alone financial planning services charged at fixed amounts or hourly rates, both negotiated and quoted in advance based on complexity and level of service.
Main office location
Prairie Advisory, LLC
4000 W 114 Th Street, Suite 300
Leawood KS 66211, United States
Number of offices
4
Most active in
Prairie Advisory, LLC has reported serving >5 clients in these states in the last 12 months.
California · Florida · Kansas · Louisiana · Missouri · Nebraska · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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