# Steven Peshek

> Steven Peshek is a fee-only financial advisor at Altruity Wealth in Palatine, Illinois. Steven charges a percentage of assets (0.5%–1% a year of assets managed and a $2,000 asset minimum).

Page: https://find.wellspent.co/advisors/steven-peshek/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Altruity Wealth
- **Based in:** Palatine, Illinois
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 0.5%–1% a year of assets managed; a $2,000 asset minimum
- **Assets under management (firm):** $37.9M across 42 accounts
- **CRD:** 6911828 (https://adviserinfo.sec.gov/individual/summary/6911828)
- **SEC registration:** Investment adviser representative in IL, TX
- **Exams passed:** Series 65 (2017)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.altruityinvest.com

## Frequently asked questions

### Is Steven Peshek a fee-only financial advisor?

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

### How does Steven charge for financial advice?

Steven charges a percentage of assets.

### How much does Steven charge?

According to Altruity Wealth's website, checked October 30, 2026: 0.5%–1% a year of assets managed; a $2,000 asset minimum.

### Where is Steven Peshek based?

Steven Peshek is based in Palatine, Illinois.

### Is Steven Peshek registered with the SEC?

Yes. Steven Peshek is registered as an investment adviser representative in IL and TX (CRD 6911828), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Altruity Wealth manage?

Altruity Wealth reports $37.9M across 42 accounts in assets under management.

### How do I contact Steven Peshek?

Through Steven's website, www.altruityinvest.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6911828): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://altruitywealth.com/): specialties, clients served, and fees, checked October 30, 2026

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