Insights

Mini firm, strong niche PrairieFire Wealth Planning is a small financial services firm with 2-10 employees and revenue in the 1M to 10M range, suggesting a lean operation and potential for scalable technology and outsourcing partnerships to support growth.

Independence leverage The firm operates as an independent entity via Sanctuary Wealth Group, presenting a potential cross-sell opportunity for custodial, compliance, or specialized product partnerships that align with independent advisory models.

Educational focus A notable emphasis on college planning through the Customized College Planning Program and a College Pre-Approval tool indicates upsell potential to families seeking education funding solutions and related financial planning services.

Tech stack ripe Adoption of multiple digital and analytics tools (WordPress, Webflow, AWS, Hotjar, Calendly, Vimeo) creates opportunities to offer productivity, security, or marketing automation services to optimize client acquisition and experience.

Growth signals Historical partnership launches in 2019 and a multi-year branding narrative imply readiness for enhanced marketing, CRM integration, and scalable client onboarding solutions to support ongoing client base expansion.

Similar companies to PrairieFire Wealth Planning

PrairieFire Wealth Planning Tech Stack

PrairieFire Wealth Planning uses 8 technology products and services including UserWay, Hotjar, Calendly, and more. Explore PrairieFire Wealth Planning's tech stack below.

PrairieFire Wealth Planning's Email Address Formats

PrairieFire Wealth Planning uses at least 1 email format:
PrairieFire Wealth Planning Email FormatsExamplePercentage
First@prairiefirewealth.comJohn@prairiefirewealth.com
100%

Frequently Asked Questions

What is PrairieFire Wealth Planning's official website and social media links?

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PrairieFire Wealth Planning's official website is pfwplanning.com and has social profiles on LinkedIn.

How much revenue does PrairieFire Wealth Planning generate?

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As of October 2026, PrairieFire Wealth Planning's annual revenue is estimated to be $1M - $10M.

What is PrairieFire Wealth Planning's NAICS code?

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PrairieFire Wealth Planning's NAICS code is 52 - Finance and Insurance.

How many employees does PrairieFire Wealth Planning have currently?

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As of October 2026, PrairieFire Wealth Planning has approximately 5 employees across 1 continents, including North America. Key team members include Client Services Associate: K. M. Explore PrairieFire Wealth Planning's employee directory with LeadIQ.

What industry does PrairieFire Wealth Planning belong to?

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PrairieFire Wealth Planning operates in the Financial Services industry.

What technology does PrairieFire Wealth Planning use?

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PrairieFire Wealth Planning's tech stack includes UserWay, Hotjar, Calendly, Amazon Web Services, WordPress, Webflow, WP Engine and Vimeo.

What is PrairieFire Wealth Planning's email format?

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PrairieFire Wealth Planning's email format typically follows the pattern of First@prairiefirewealth.com. Find more PrairieFire Wealth Planning email formats with LeadIQ.

When was PrairieFire Wealth Planning founded?

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PrairieFire Wealth Planning was founded in 2019.
PrairieFire Wealth Planning logo

PrairieFire Wealth Planning

Financial ServicesIowa, United States2-10 Employees

PrairieFire Wealth Planning operates in the financial services sector from West Des Moines, Iowa, offering a structured approach to wealth management designed to align clients’ financial plans with their core goals and values. The firm emphasizes a process that aims to strip away older assumptions and distractions to focus on essential objectives, implementing a proactive and personalized strategy intended to yield meaningful outcomes for individuals and families.
The company positions itself as an independent advisory entity with connections to Sanctuary Securities and Sanctuary Advisors, providing registered representative and advisory services through those affiliations. Its offerings include a Customized College Planning Program, which uses planning software to estimate college costs, potential need-based or merit-based aid, and out-of-pocket expenses, reflecting an emphasis on holistic financial planning that addresses education planning alongside broader wealth management. The organization describes its model as the P3 Planning Process — Proactive, Potential, Personal — and highlights its development following a strategic partnership with Sanctuary Wealth in 2019.

Section iconCompany Overview

NAICS Code
52 - Finance and Insurance
Founded
2019
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    PrairieFire Wealth Planning's revenue is estimated to be in the range of $1M - $10M

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