Naveen Neerukonda
PVA Financial LLC · Oak Brook, Illinois
Naveen Neerukonda is a fee-only financial advisor at PVA Financial LLC in Oak Brook, Illinois, who holds the CFP and MBA credentials.
- $137M
- Firm assets managed
- $401,000
- Firm's average account
- 2003
- First securities exam
What Naveen focuses on
Who Naveen works with
- High earners
How does Naveen's firm compare?
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PVA Financial LLC's average account is about $401,000, from its Form ADV (assets managed divided by 341 accounts).
Questions about Naveen
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| Firm | PVA Financial LLC |
|---|---|
| Based in | Oak Brook, Illinois |
| Fee model | Hourly · Flat fee or retainer · Ongoing planning fee |
| Accepting new clients | Yes |
| Assets under management | $136.9M across 341 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in IL, TX · CRD 3243997 |
| Exams passed | Series 63 (2003) · Series 65 (2021) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | pvafinancial.com |
| Profile |
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Other fee-only advisors in Oak Brook
Other advisors in Illinois who focus on retirement planning
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- PVA Financial LLC 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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