DR
CFP
DR
CFP

Dustin Richter

6 Years of Experience
Fargo, ND

Dustin Richter is a CFP-designated registered investment advisor at Prairiewood Wealth Management, based in Fargo, ND, with 6 years of industry experience. Dustin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 244 clients with $370M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
244 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$365.4M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees generally range between 0.5% and 1.5% based on client complexity and portfolio size, and the average fee declines as assets increase. A minimum fee may be implemented.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3175 Sienna Dr S, Ste 100, Fargo, ND, 58104

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Prairiewood Wealth Management
May 2025 - Present · 1 yr 5 mos
Previous Registrations
Thoreson Steffes
February 2020 - June 2023 · 3 yrs 4 mos
Wells Fargo Investments, LLC
October 2007 - January 2010 · 2 yrs 3 mos
State Registrations1 state
ND
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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