Advisor at Prairie Wealth Advisors, Inc.
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Firm
Prairie Wealth Advisors, Inc.
Location
St. Augustine, FL
Credentials
Series 63, Series 65, Series 66
Industry experience
26 years
Paula Deitering is a financial advisor at Prairie Wealth Advisors, Inc. in St. Augustine, FL, with 25 years of industry experience. She holds Series 63, 65, and 66 licenses and has been with Prairie Wealth Advisors since 2014. Outside of her advisory role, she serves on the board of the Bellevue Senior Center Endowment Fund, where she participates in fund management and event volunteering. Prairie Wealth Advisors serves individual clients, including high-net-worth households, as well as pension plan sponsors, trusts, and charitable organizations. The firm provides comprehensive portfolio management, financial planning, and consulting, using a tailored investment approach that includes ETFs, mutual funds, equities, bonds, options, and third-party managers, with regular account reviews and a flexible trading strategy.
Based on Prairie Wealth Advisors, Inc.
Based on Prairie Wealth Advisors, Inc.
Flat fees from $1,000 to $10,000 for financial planning; flat fees $5,000 to $50,000 for pension consulting; annual flat fee option between 0.50% and 1.25% for portfolio management services
$0 - $500,000: 1.75% (Comprehensive Portfolio Management) $500,001 - $1,000,000: 1.50% (Comprehensive Portfolio Management) $1,000,001 - $3,000,000: 1.25% (Comprehensive Portfolio Management) Over $3,000,000 - Negotiable: Negotiable (Comprehensive Portfolio Management) $0 - $500,000: 1.50% (Asset Management) $500,001 - $1,000,000: 1.25% (Asset Management) $1,000,001 - $3,000,000: 1.00% (Asset Management) Over $3,000,000 - Negotiable: Negotiable (Asset Management) $0 - $500,000: 0.75% (Pension Consulting) $500,001 - $1,000,000: 0.65% (Pension Consulting) $1,000,001 - $3,000,000: 0.55% (Pension Consulting) Over $3,000,000 - Negotiable: Negotiable (Pension Consulting)
$250 per hour for financial planning and pension consulting
Minimum fee: Minimum fee of $1,000 for written financial plans, may be negotiable Fee-only: Financial planning and consulting charged hourly at $250/hour or flat fees ranging $1,000 to $10,000; Pension consulting also charged hourly at $250/hour or flat fees $5,000 to $50,000
St. Augustine, FL
Florida · Nebraska · Texas
Prairie Wealth Advisors, Inc.
2014 - Present (12 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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