# Allison Meers

> Allison Meers is a fee-only financial advisor at Pebble Valley Wealth Management in Western Springs, Illinois, who holds the CFP and CFA credentials. Allison charges a percentage of assets, a flat fee or retainer, a one-time planning fee and an ongoing planning fee (ongoing planning from $2,200 a year and one-time plans from $4,100) and focuses on retirement planning, tax planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/allison-meers/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Pebble Valley Wealth Management
- **Based in:** Western Springs, Illinois
- **Fee model:** Percentage of assets; Flat fee or retainer; One-time planning fee; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $2,200 a year; one-time plans from $4,100; 1% a year on the first tier of assets managed; a $250,000 asset minimum
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $129.5M across 447 accounts
- **Credentials:** CFP, CFA
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Retirees, Pre-retirees, Mid-life transitions
- **CRD:** 5888719 (https://adviserinfo.sec.gov/individual/summary/5888719)
- **SEC registration:** Investment adviser representative in TX
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://pvwealthmgt.com

## Frequently asked questions

### Is Allison Meers a fee-only financial advisor?

Yes. Allison Meers is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Allison's firm.

### How does Allison charge for financial advice?

Allison charges a percentage of assets, a flat fee or retainer, a one-time planning fee and an ongoing planning fee.

### How much does Allison charge?

According to Pebble Valley Wealth Management's website, checked October 28, 2026: ongoing planning from $2,200 a year; one-time plans from $4,100; 1% a year on the first tier of assets managed; a $250,000 asset minimum.

### Does Allison work with clients virtually?

Yes. Pebble Valley Wealth Management says on its website that it works with clients remotely.

### Where is Allison Meers based?

Allison Meers is based in Western Springs, Illinois.

### What does Allison specialize in?

Allison's specialties include retirement planning, tax planning and estate & legacy planning. Allison works with retirees, pre-retirees and mid-life transitions.

### What credentials does Allison Meers hold?

Allison Meers holds the CFP and CFA credentials.

### Is Allison Meers registered with the SEC?

Yes. Allison Meers is registered as an investment adviser representative in TX (CRD 5888719), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Pebble Valley Wealth Management manage?

Pebble Valley Wealth Management reports $129.5M across 447 accounts in assets under management.

### How do I contact Allison Meers?

Through Allison's website, pvwealthmgt.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/45498): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.pvwealthmgt.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.