# Parkview Asset Management, Inc.

> Parkview Asset Management, Inc. is an SEC-registered investment advisory firm in Oakbrook Terrace, IL, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 307977
- Filed as: PARKVIEW ASSET MANAGEMENT, INC.
- Also doing business as: WEALTH PLANNING NETWORK
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Oakbrook Terrace, IL
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/307977
- AdvisorCensus page: https://advisorcensus.com/firm/parkview-asset-management-inc-oakbrook-terrace-il-307977

## Quick answers

**How is Parkview Asset Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Parkview Asset Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Parkview Asset Management, Inc. charge?**
Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: 0.5% to 1.5% a year (a range, as the brochure states it); Hourly rate: $500 an hour (financial planning services); Flat fee: $4,000 (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Parkview Asset Management, Inc. located?**
Parkview Asset Management, Inc.'s principal office is in Oakbrook Terrace, IL, according to its Form ADV.

**Is Parkview Asset Management, Inc. registered with the SEC or a state?**
Parkview Asset Management, Inc. is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 307977.

**How much does Parkview Asset Management, Inc. manage?**
Parkview Asset Management, Inc. reports $206,056,032 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Parkview Asset Management, Inc.'s assets and staff changed since 2022?**
In the Form ADV data for Parkview Asset Management, Inc.: Regulatory assets under management: $103,000,000 in the October 2022 data and $206,056,032 in the October 2026 data, up 100%. Total employees: 5 in October 2022 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Parkview Asset Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (91); individuals (other than high net worth individuals) (49); pension and profit sharing plans (but not the plan participants or government pension plans) (39).

**Which custodians does Parkview Asset Management, Inc. use?**
Parkview Asset Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Parkview Asset Management, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/307977

**Does Parkview Asset Management, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "Parkview generally does not impose a minimum relationship size."

**What changed in Parkview Asset Management, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $160,508,433 to $206,056,032 (+28%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Asset-based fee: 0.5% to 1.5% a year (a range, as the brochure states it)

> Investment advisory fees range from 0.50% to 1.50% annually based on several factors, including: the complexity of the services to be provided, the level of assets to be managed, and the overall relationship with the Advisor.

- Account minimum: None

> Parkview generally does not impose a minimum relationship size.

- Hourly rate: $500 an hour (financial planning services)

> Parkview offers financial planning services on an hourly basis ranging up to $500 per hour or on a fixed fee basis ranging up to $4,000.

- Flat fee: $4,000 (financial planning services)

> Parkview offers financial planning services on an hourly basis ranging up to $500 per hour or on a fixed fee basis ranging up to $4,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $206,056,032
- Discretionary: $206,056,032
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 49 | $17,154,450 |
| High net worth individuals | 91 | $148,714,150 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 39 | $40,187,432 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL, IL, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wpn360.com
- Facebook @mjankowskiwpn
- LinkedIn @wealth-planning-network

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $103,000,000 | 5 | June 20, 2022 |
| October 2023 | $102,589,186 | 4 | August 22, 2023 |
| October 2024 | $126,822,394 | 5 | September 26, 2024 |
| October 2025 | $160,508,433 | 6 | March 31, 2025 |
| October 2026 | $206,056,032 | 4 | March 31, 2026 |

Regulatory assets under management: $103,000,000 in the October 2022 data and $206,056,032 in the October 2026 data, up 100%.
Total employees: 5 in October 2022 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $160,508,433 to $206,056,032 (+28%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Parkview Asset Management, Inc. (CRD 307977): Form ADV filing data as of October 2026.