Peggy Bruce is a registered investment advisor at Prairie Advisory, LLC, based in Leawood, KS, with 8 years of industry experience. Peggy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 625 clients with $550M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable up to 1.50% annually or can be structured as a fixed amount depending on the level of service, managed assets, and engagement complexity.
Fee Estimator
Location
4000 W 114th Street, Suite 300, Leawood, KS, 66211
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Peggy uses "Wilborn Advisors" as a DBA name for Wealthcare Advisory Partners. This activity is investment-related and conducted at the reported business location.
Employment History
Current Registrations
Prairie Advisory, LLC
Previous Registrations
Wealthcare Advisory Partners LLC
The Wealth Consulting Group
V Wealth Advisors LLC
State Registrations2 states
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
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