Firm
PVA Financial LLC
Oak Brook, Illinois
Fee-only
PVA Financial LLC at a glance
- One of 330 fee-only firms based in Illinois in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 49 individual clients, 34 of them high net worth.
- Its average account is about $401,000 (assets it manages divided by its 341 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Illinois · What fee-only advisors charge in Illinois
Facts
| Based in | Oak Brook, Illinois |
|---|---|
| Website | pvafinancial.com |
| [email protected] | |
| Phone | (773) 914-3380 |
PVA Financial LLC fees
PVA Financial LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: hourly, flat fee, ongoing planning fee. Ask for its Form ADV Part 2A, which must describe its fees.
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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $137 million |
| Individual clients | 15 |
| High-net-worth clients | 34 |
| Accounts managed | 341 |
| Employees | 1 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-136637) |
| Financial planning | Offered |
| Form ADV filed | July 10, 2026 |
| SEC record | CRD 312523 |