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Advisor

Mark Pesavento

Forest Asset Management · Riverside, Illinois

Mark Pesavento is a fee-only financial advisor at Forest Asset Management in Riverside, Illinois, who holds the CFP and PFS credentials. Forest Asset Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Percentage of assetsHourlyFixed fees Fee-only CFPPFS

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Facts

FirmForest Asset Management
Based in Riverside, Illinois
Fee model (firm's Form ADV)Percentage of assets · Hourly · Fixed fees
Assets under management$230.7M across 468 accounts
CredentialsCFP · PFS
SEC registration Investment adviser representative in FL, IL, IN, TX · CRD 5109157
Firm size3 employees
Disclosures None reported
Websitewww.forestasset.com

How Mark's firm compares

  • Forest Asset Management's average account is about $493,000, from its Form ADV (assets managed divided by 468 accounts).

What fee-only advisors charge in Illinois

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Questions about Mark

Is Mark Pesavento a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Forest Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Mark charge for financial advice?

Mark's firm, Forest Asset Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

Where is Mark Pesavento based?

Mark Pesavento is based in Riverside, Illinois.

What credentials does Mark Pesavento hold?

Mark Pesavento holds the CFP and PFS credentials.

Is Mark Pesavento registered with the SEC?

Yes. Mark Pesavento is registered as an investment adviser representative in FL, IL, IN and TX (CRD 5109157), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Forest Asset Management manage?

Forest Asset Management reports $230.7M across 468 accounts in assets under management.

How do I contact Mark Pesavento?

Through Mark's website, www.forestasset.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

  • SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
  • SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
  • Directory listing last checked October 30, 2026.

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