Peb Capital Management LLC fees and pricing

Financial planner in Columbus, Ohio. Registered with the SEC.

According to its Form ADV Part 2A brochure dated February 18, 2026, Peb Capital Management LLC charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 18, 2026. Fees can change, so confirm with the firm before you hire them.

Payment and refund terms, quoted from the fee section of the brochure.

“Fees for Advisory Services Wealth Management Services Wealth management fees are paid monthly, in advance of each month, pursuant to the terms of the wealth management agreement.”
“The wealth management fee in the first month of service is prorated from the inception date of the account[s] to the end of the first month.”
“Fees may be negotiable at the sole discretion of the Advisor.”

Its hourly rate of $300 is above the Ohio median of $250. 63% of the 219 other Ohio planners that publish an hourly rate charge less.
13 of the 20 other planners in Columbus that publish an hourly rate charge less.

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Clients: 169
Employees: 3
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed: $171,008,134
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 315241
Website: pebcm.com (opens in new tab)
Phone: (614) 457-6855

Can advise clients in 3 states: Florida, Ohio, Texas

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.