Pebble Valley Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 27, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$4,100⁠-⁠$10,000

“PVWM offers financial planning services for a fixed engagement fee ranging from $4,100 to $10,000 per engagement based on total net worth and complexity of the Client.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Pebble Valley Wealth Management bills

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

• “The comprehensive or base financial planning with investment advisory 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.”
• “Investment Management Services Investment advisory fees are paid quarterly, in arrears of each calendar quarterly, pursuant to the terms of the investment advisory agreement.”

How Pebble Valley Wealth Management’s fees compare

• Its flat or project fee of $4,100-$10,000 spans the Illinois median of $4,500. 74% of the 175 other Illinois planners that publish a flat or project fee charge less.

About Pebble Valley Wealth Management

• Firm size: 3 employees.
• Credentials named in the brochure: CFP® and CFA.
• Founded: 2008 (18 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

97

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$129,482,696

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

145664

Website

x.com/kirkpvwm (opens in new tab)

Phone

(708) 246-2366

Can advise clients in 3 states: Illinois, Nebraska, Texas

Other planners in Western Springs that publish fees

• Wentsel Wealth Management, LLCWestern Springs$2,000⁠-⁠$3,000, $100⁠-⁠$400/mo
• 15 Wealth Advisors LLCMundelein$250⁠-⁠$10,000/yr
• 1ST Advantage Financial Advisers, LLCLombard$200/hr
• Alo Financial PlanningMount Prospect$3,000
• Altair Advisers, LLCChicago$200⁠-⁠$500/hr
• Altman AdvisorsChicago$500/hr, $25,000

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