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Matthew Bruce

3 Years of Experience
Leawood, KS

Matthew Bruce is a registered investment advisor at Prairie Advisory, LLC, based in Leawood, KS, with 3 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

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

Fees are either asset based up to 1.50% or a fixed amount depending on various factors.

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

4000 W. 114th St, Leawood, KS, 66211

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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
Prairie Advisory, LLC
February 2026 - Present · 2 mos
Wealthcare Advisory Partners LLC
August 2024 - Present · 1 yr 8 mos
Previous Registrations
Cetera Investment Advisers LLC
June 2024 - July 2024 · 1 mo
Cetera Advisor Networks LLCBroker
June 2024 - July 2024 · 1 mo
Pruco Securities, LLC.Broker
July 2023 - February 2024 · 7 mos
V Wealth Advisors LLC
September 2021 - July 2022 · 10 mos
State Registrations1 state
KS
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.
Matthew Bruce - Financial Advisor | TrueAdvisor