PrairieView Wealth & Tax Advisors
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About
PrairieView Wealth & Tax Advisors serves individuals (including high‑net‑worth clients), families, family offices, trusts, estates and private foundations, offering personalized financial planning and both discretionary and non‑discretionary investment management. The firm also coordinates related tax preparation and accounting services through an affiliated tax practice and provides access to insurance products via advisory personnel who are licensed insurance professionals.
The firm’s investment process begins with a comprehensive review of each client’s financial condition, risk profile, goals and tax situation, and primarily employs fundamental analysis to construct largely long‑term, tax‑aware portfolios using mutual funds, ETFs and other securities. PrairieView tailors strategies to client needs, may recommend or monitor third‑party external managers, and conducts ongoing monitoring with at least annual client reviews; it can also review held‑away retirement and education plan accounts without charging an investment management fee.
What is noteworthy relative to many peers is the firm’s close integration with an affiliated tax practice—its tax arm prepares individual and corporate returns and certain staff serve as enrolled agents—so tax planning and tax preparation are available within the same advisory group. In addition, several advisory personnel are licensed to sell insurance and may receive commission‑based compensation for those sales, a relationship the firm discloses and manages as a potential conflict of interest.
Client services
Expertise
Fee options
$0 - $250,000: 1.50% $250,001 - $500,000: 1.35% $500,001 - $1,000,000: 1.15% $1,000,001 - $3,000,000: 1.00% $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 Fee-only: Financial planning services charged as fixed fees ranging from $500 to $20,000 annually, depending on complexity; financial planning ongoing fees charged monthly or fully upon delivery for plans completed.
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 financial advisor at PrairieView Wealth & Tax Advisors with 29 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Thrivent Financial for Lutherans and related entities for 18 years, as well as at Purshe Kaplan Sterling Investments. He serves as chairman of the Grace Christian Academy School Board, overseeing policy and operations. PrairieView Wealth & Tax Advisors provides personalized financial planning and investment management to individuals, families, family offices, trusts, estates, and private foundations. The firm integrates its advisory services with an affiliated tax practice and offers access to insurance products, focusing on tax-aware, long-term portfolio strategies tailored to client needs.
Anthony P
Series 65
Frankfort, IL
PrairieView Wealth & Tax Advisors
Anthony Petan is a financial advisor with PrairieView Wealth & Tax Advisors in Frankfort, IL. He holds a Series 65 credential and has less than one year of industry experience. Prior to his role at PrairieView, he worked in various positions including hospitality and education. PrairieView Wealth & Tax Advisors serves individuals, families, family offices, trusts, estates, and private foundations, providing personalized financial planning alongside discretionary and non-discretionary investment management. The firm integrates tax preparation and accounting services through an affiliated tax practice and offers insurance products via licensed advisory personnel.
Robert M
CFP®, Series 66
Frankfort, IL
PrairieView Wealth & Tax Advisors
Robert Morvice Jr. is a CFP® and holds a Series 66 license with 15 years of industry experience. He is currently with PrairieView Wealth & Tax Advisors and has previously worked at firms including Bates Securities, Inc. and Belvedere Trading LLC. In addition to his advisory role, he serves as Director of Operations and Enrolled Agent at PrairieView Tax LLC, a tax preparation and advisory business. PrairieView Wealth & Tax Advisors serves individuals, families, family offices, trusts, estates, and private foundations with personalized financial planning and both discretionary and non-discretionary investment management. The firm integrates tax preparation and planning services through its affiliated tax practice and employs a fundamental, tax-aware investment approach tailored to client needs.
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, following roles at Midwest Legacy Group, The Millennium Group, American Cruise Lines, and the University of Indianapolis. PrairieView Wealth & Tax Advisors serves individuals, families, trusts, estates, and private foundations, providing personalized financial planning and investment management alongside coordinated tax preparation and accounting services through an affiliated tax practice. The firm emphasizes tax-aware, long-term portfolio construction and offers integrated tax and advisory services within the same group.
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