# Naveen Neerukonda

> Naveen Neerukonda is a fee-only financial advisor at PVA Financial LLC in Oak Brook, Illinois, who holds the CFP and MBA credentials. Naveen charges hourly fees, a flat fee or retainer and an ongoing planning fee and focuses on retirement planning.

Page: https://find.wellspent.co/advisors/naveen-neerukonda/
Built from public directory listings; last checked October 28, 2026.

## Facts

- **Firm:** PVA Financial LLC
- **Based in:** Oak Brook, Illinois
- **Fee model:** Hourly; Flat fee or retainer; Ongoing planning fee
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $136.9M across 341 accounts
- **Credentials:** CFP, MBA
- **Specialties:** Retirement planning
- **Works with:** High earners
- **CRD:** 3243997 (https://adviserinfo.sec.gov/individual/summary/3243997)
- **SEC registration:** Investment adviser representative in IL, TX
- **Exams passed:** Series 63 (2003), Series 65 (2021)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://pvafinancial.com

## Frequently asked questions

### Is Naveen Neerukonda a fee-only financial advisor?

Yes. Naveen Neerukonda is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Naveen's firm.

### How does Naveen Neerukonda charge for financial advice?

Naveen Neerukonda charges hourly fees, a flat fee or retainer and an ongoing planning fee.

### Where is Naveen Neerukonda based?

Naveen Neerukonda is based in Oak Brook, Illinois.

### What does Naveen Neerukonda specialize in?

Naveen Neerukonda's specialties include retirement planning. Naveen works with high earners.

### What credentials does Naveen Neerukonda hold?

Naveen Neerukonda holds the CFP and MBA credentials.

### Is Naveen Neerukonda registered with the SEC?

Yes. Naveen Neerukonda is registered as an investment adviser representative in IL and TX (CRD 3243997), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does PVA Financial LLC manage?

PVA Financial LLC reports $136.9M across 341 accounts in assets under management.

### How do I contact Naveen Neerukonda?

Through Naveen Neerukonda's website, pvafinancial.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/47575): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- 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.pvafinancial.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.