Allison Meers
Pebble Valley Wealth Management · Western Springs, Illinois
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Mid-life transitions
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 |
| Accepting new clients | Yes |
| Assets under management | $129.5M across 447 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in TX · CRD 5888719 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | pvwealthmgt.com |
| Profile |
How Allison's firm compares
- Ongoing planning starts at $2,200 a year, below the Illinois median of $5,000 for fee-only firms that publish prices.
- A one-time plan starts at $4,100, above the Illinois median of $2,625 for fee-only firms that publish prices.
- Pebble Valley Wealth Management's average account is about $290,000, from its Form ADV (assets managed divided by 447 accounts).
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Questions about Allison
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Pebble Valley Wealth Management website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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