PVA Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
PVA Financial LLC provides financial planning, investment advisory, and retirement plan services to individuals, high‑net‑worth clients, trusts and charitable organizations, as well as pension and profit‑sharing plans and corporate plan sponsors. The firm also offers business advisory services to organizations and may serve in fiduciary roles for employer retirement plans.
The firm employs a goals‑based planning process and custom Investment Policy Statements to set asset allocation and risk tolerance, combining passive index funds with selective active and tactical allocations and individual securities. PVA regularly engages third‑party sub‑advisors — including Charles Schwab Investment Management’s Personalized Indexing (SPI) for tax‑aware optimization, SyntheticFi for options‑based and synthetic financing strategies, and O’Shaughnessy Asset Management for equity long‑short strategies — and may use options, alternative investments, or limited margin/long‑short techniques when appropriate.
Compared with many peers, PVA’s client mix and service set are uncommon for a firm of its size, including work for charitable organizations, corporate clients, and pension plans along with formal pension/profit‑sharing plan consulting and retirement plan management. The firm also provides business advisory and business‑broker services and has added alternative investments and sub‑advisor relationships that enable access to option‑driven strategies and tax‑aware portfolio implementations.
Client services
Expertise
Occupation focus
Fee options
Fixed annual fee for Financial Planning Services ranging from $4,500 to $10,000, paid quarterly in arrears.
$0 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.75% $2,500,001 - $5,000,000: 0.50% $5,000,001+: 0.25%
Hourly rate of $300 for Financial Planning Services.
Account minimum: $500,000 Minimum fee: Minimum annual IAS fee of $7,500, which may be waived at PVA's discretion. Fee-only: Financial Planning Services can be paid as fixed annual fees ranging from $4,500 to $10,000 per year or hourly at $300 per hour.
Main office
Oak Brook IL
Advisors at this office
1
Most active in
Illinois · Nebraska · Texas
Also doing business as
Pva Financial LLC · Pva Financial, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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