How do you get paid?

Pebble Valley Wealth Management is a fee-only financial planning firm. We charge a percent of assets under management or a flat fee quarterly, depending on the service provided. The custodian will charge a small commission for buying and selling securities which is deducted directly from your account held at the custodian as part of the trade. To minimize custodian fees, we use low-cost funds as much as possible. That means that our fees, and the fees of our custodian, are 100% transparent. We firmly believe in no hidden costs, and ensuring our clients always know what to expect.