PrairieView Wealth & Tax Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
PrairieView Wealth & Tax Advisors is a registered investment adviser that provides personalized financial planning and both discretionary and non‑discretionary investment management to individuals (including high‑net‑worth clients) and entities such as family offices, trusts, estates and private foundations. Beyond portfolio management and planning, the firm also offers tax preparation and accounting services through an affiliated tax practice and places insurance products through licensed advisory personnel.
The firm’s process begins with a comprehensive, tax‑aware assessment of a client’s financial condition, risk profile, goals and liquidity needs to inform asset allocation and investment strategy; portfolios commonly use mutual funds and ETFs but may include equities, corporate bonds, REITs and other instruments. PrairieView relies primarily on fundamental analysis and a generally long‑term orientation, may recommend or monitor external money managers for portions of client assets, and can review or manage held‑away retirement or education plan accounts where appropriate.
What distinguishes PrairieView from many peers is the formal affiliation with a tax/accounting practice and the presence of personnel who serve as enrolled agents and as contract tax preparers — an arrangement the firm discloses and notes may lead to shared client data when both services are used. The firm also discloses that certain advisory staff are licensed insurance professionals who may receive commission‑based compensation for insurance sales; clients are not required to use the affiliated tax or insurance services and the firm addresses the resulting conflicts through disclosure and internal policies.
Client services
Expertise
Fee options
Financial planning fixed fees ranging from $500 to $20,000 annually depending on complexity; paid upon delivery or monthly for ongoing planning
$0 - $250,000: 1.50% $250,001 - $500,000: 1.35% $500,001 - $1,000,000: 1.15% $1,000,001 - $3,000,000: 1.0% $3,000,001+: Negotiable
Account minimum: $2,500 minimum annual fee for investment management services Minimum fee: Minimum annual fee of $2,500 for investment management services
Main office
28 W Nebraska St
Frankfort IL 60423
Advisors at this office
4
Most active in
Florida · Illinois · Indiana · Ohio · Texas · Wisconsin
Also doing business as
Laney Wealth Partners · Laney Wealth Partners, LLC · Prairieview Wealth & Tax Advisors · Prairieview Wealth Partners, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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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.
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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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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.
Quick links
Advisors at this firm
Timothy R
CFP®, ChFC®, Series 63, Series 65
Frankfort, IL
PrairieView Wealth & Tax Advisors
Timothy Regan is a CFP® and ChFC® with 29 years of industry experience. He is currently with PrairieView Wealth & Tax Advisors and has previously worked at Purshe Kaplan Sterling Investments and Thrivent Financial, where he spent 18 years. Outside of his advisory role, Regan serves as chairman of the Grace Christian Academy School Board. PrairieView Wealth & Tax Advisors provides personalized financial planning and portfolio management to individuals, families, trusts, and businesses. The firm integrates tax-preparation services and licensed insurance offerings alongside its investment process, which emphasizes fundamental analysis to build customized portfolios.
Anthony P
Series 65
Frankfort, IL
PrairieView Wealth & Tax Advisors
Anthony Petan is a financial advisor at PrairieView Wealth & Tax Advisors with a Series 65 credential and one year of industry experience. His background includes roles in both financial advising and community-focused businesses, including operating KAMs Bar and Plush Horse Ice Cream. PrairieView Wealth & Tax Advisors provides personalized financial planning and investment management to individuals and entities, integrating tax preparation and accounting services through an affiliated tax practice. The firm uses a tax-aware approach to portfolio construction and incorporates a variety of investment instruments with a long-term focus.
Robert M
CFP®, Series 66
Frankfort, IL
PrairieView Wealth & Tax Advisors
Robert Morvice is a CFP® with 14 years of industry experience. He is currently with PrairieView Wealth & Tax Advisors and has previously worked at firms including Bates Securities, Bates Financial Advisors, Team Belvedere LLC, and Belvedere Trading LLC. He serves as Director of Operations and Enrolled Agent for PrairieView Tax LLC, a tax preparation and advisory business affiliated with his firm. PrairieView Wealth & Tax Advisors provides personalized financial planning and portfolio management to individuals, families, trusts, estates, and businesses. The firm integrates tax preparation services through its affiliated entity and employs a primarily fundamental analysis approach to develop customized investment portfolios.
Kaitlyn H
Series 65
Frankfort, IL
PrairieView Wealth & Tax Advisors
Kaitlyn Hedger is a financial advisor at PrairieView Wealth & Tax Advisors with three years of industry experience. She holds a Series 65 designation and has worked at PrairieView Wealth Partners since 2023. Her prior experience includes roles at Midwest Legacy Group, LLC and The Millennium Group, Where Service Matters. PrairieView Wealth & Tax Advisors provides personalized financial planning and portfolio management services to individuals, families, family offices, trusts, estates, private foundations, and businesses. The firm integrates tax-preparation services through an affiliated entity and uses a fundamental analysis approach to build customized investment portfolios that may include mutual funds, ETFs, individual equities, and other assets.
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