Prevail Financial Partners, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$63,673,000
Total clients
70
39% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
70
Average account size
$909,614
About
Prevail Financial Partners, LLC is a state-registered, single-advisor investment advisory firm that serves individual and high-net-worth clients through managed accounts and financial planning engagements, overseeing roughly $63.7 million across about 70 client relationships. The firm provides portfolio management, investment advice, and financial planning/consulting services tailored to clients’ stated objectives and constraints.
The firm’s investment process is client‑driven and draws on methods such as asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term trading approaches to address time horizon and risk tolerance. Accounts are generally managed on a non‑discretionary basis, so PFP obtains client consent before executing transactions and conducts at least quarterly reviews of investment objectives.
What is noteworthy about the firm is that it serves as a wrap fee program sponsor while also managing nearly all assets non‑discretionarily — a combination that is uncommon among independent advisory firms. The practice operates as a solo advisor with professional planning credentials, uses an independent custodian/clearing arrangement for execution and custody, and offers both one‑time planning reports and ongoing advisory relationships.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Annuities
Options & derivatives strategies
Fee options
Fixed fees ranging from $800 to $3,000 per project or annually for retainers
$0 - $100,000: 1.50% $100,001 - $999,999: 1.15% $1,000,000 - $1,999,999: 0.90% $2,000,000+: 0.70%
$275 per hour
Account minimum: $250,000.00 Fee-only: Hourly fees of $275 per hour; Fixed fees from $800 to $3,000 per project or annually for retainers
Main office location
Prevail Financial Partners, LLC
342 Fifth Avenue N., Suite 150
Bayport MN 55003, United States
Number of offices
1
Most active in
Prevail Financial Partners, LLC has reported serving >5 clients in these states in the last 12 months.
Minnesota · Texas · Wisconsin
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Forms ADV
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