Insights

Strategic partnership PrairieFire has a history of strategic alliances, notably its 2019 partnership with Sanctuary Wealth Group to operate as an independent firm with enhanced infrastructure. This indicates receptiveness to collaboration and potential for co-branded offerings or expanded custodial and advisory services.

Affordably positioned growth With a revenue range of 1M to 10M and a lean team of 2-10 employees, PrairieFire represents a small to mid-size advisory with scalable needs. This suggests opportunities for lightweight tech enablement, back-office outsourcing, and affordable client management platforms that grow with them.

College planning niche The Customized College Planning Program and College Pre-Approval tools indicate a specialty in education funding. This creates potential for partnerships around student loan optimization, scholarship analytics, and planning software integrations appealing to families targeting college costs.

Technology touchpoints Current tech stack includes WordPress, Calendly, Facebook Pixel, Google Maps, and other standard web tools. This suggests opportunities to offer integrated marketing automation, CRM enhancements, analytics, and secure advisory workflows tailored for small firms.

Compliance and credibility As a DBA of Sanctuary affiliates with FINRA/SIPC registration and SEC advisory services, PrairieFire emphasizes compliance and credible financing guidance. This presents a path to propose compliant data security, RIA tech, and partner ecosystem solutions that reinforce trust with clients.

PrairieFire Wealth Planning Tech Stack

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

  • Facebook Pixel
    Analytics
  • Calendly
    Appointment Scheduling
  • WordPress
    Content Management System
  • Open Graph
    Content Management System
  • jQuery Migrate
    Javascript Libraries
  • Google Maps
    Maps
  • Site24x7
    Real User Monitoring
  • HSTS
    Security

PrairieFire Wealth Planning's Email Address Formats

PrairieFire Wealth Planning uses at least 2 format(s):
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 July 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 July 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 Facebook PixelCalendlyWordPressOpen GraphjQuery MigrateGoogle MapsSite24x7HSTS.

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

Section iconFunding & Financials

  • $1M - $10M

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

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