Steven Peshek
Altruity Wealth · Palatine, Illinois
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).
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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 | $37.9M across 42 accounts |
| SEC registration | Investment adviser representative in IL, TX · CRD 6911828 |
| Exams passed | Series 65 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.altruityinvest.com |
How Steven's firm compares
- Altruity Wealth's average account is about $902,000, from its Form ADV (assets managed divided by 42 accounts).
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Questions about Steven
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.
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
- Altruity Wealth website : specialties, clients served, and fees, checked October 30, 2026
- 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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