Pebble Valley Wealth Management
Western Springs, Illinois
Pebble Valley Wealth Management at a glance
- One of 330 fee-only firms based in Illinois in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 3 employees and 97 individual clients, 41 of them high net worth.
- Its average account is about $290,000 (assets it manages divided by its 447 accounts).
- Its ongoing planning fee starts at $2,200 a year, below the Illinois median of $5,000.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Illinois · What fee-only advisors charge in Illinois
Facts
| Based in | Western Springs, Illinois |
|---|---|
| Website | pvwealthmgt.com |
| [email protected] | |
| Phone | (708) 246-2366 |
Questions about Pebble Valley Wealth Management
How much does Pebble Valley Wealth Management charge?
Pebble Valley Wealth Management publishes these prices: ongoing planning: from $2,200 a year; one-time plan: from $4,100; asset-based fee: 1% a year on the first tier of assets. We found this on its website, checked October 28, 2026.
Does Pebble Valley Wealth Management have an account minimum?
Yes. Pebble Valley Wealth Management states an account minimum of $250,000. We found this on its website, checked October 28, 2026.
How is Pebble Valley Wealth Management paid?
Pebble Valley Wealth Management's Form ADV says it is paid by: percentage of assets, fixed fees.
How many advisors does Pebble Valley Wealth Management have in the Wellspent public graph?
The Wellspent public graph lists 2 advisors at Pebble Valley Wealth Management, and 2 hold the CFP.
What is the average account at Pebble Valley Wealth Management?
Pebble Valley Wealth Management's average account is about $290,000. That's the assets on its Form ADV divided by its 447 accounts.
What does Pebble Valley Wealth Management specialize in?
Pebble Valley Wealth Management's advisors and website list retirement planning, tax planning and estate & legacy planning.
Is Pebble Valley Wealth Management accepting new clients?
Yes, according to Pebble Valley Wealth Management's website, checked October 28, 2026.
Does Pebble Valley Wealth Management work with clients virtually?
Yes. Pebble Valley Wealth Management's website says it works with clients virtually.
Pebble Valley Wealth Management fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $2,200 a year |
|---|---|
| One-time plan | From $4,100 |
| Asset-based fee | 1% a year on the first tier of assets |
| Account minimum | $250,000 |
| How it charges | Percentage of assets · Flat fee · One-time plans or projects · Ongoing planning fee |
In the firm's words
"Base Financial Planning for $2,200/yr + 0.70% of assets" source
"$4,100 for Net Worth under $2,000,000" source
"1.00% of assets managed with breaks above $1,000,000" source
"Our minimums start with $250,000 for Investment Management and $500,000 for Comprehensive Financial Management." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $129 million |
| Individual clients | 56 |
| High-net-worth clients | 41 |
| Accounts managed | 447 |
| Employees | 3 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-136039) |
| Financial planning | Offered |
| Form ADV filed | April 27, 2026 |
| SEC record | CRD 145664 |