# Alison Brandt

> Alison Brandt is a fee-only financial advisor at Pendulum Partners in Itasca, Illinois. Alison focuses on retirement planning, tax planning and family wealth transfer. Pendulum Partners reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/alison-brandt/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Pendulum Partners
- **Based in:** Itasca, Illinois
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $282.8M across 927 accounts
- **Specialties:** Retirement planning, Tax planning, Family wealth transfer, Small business owners
- **Works with:** Founders
- **CRD:** 2876957 (https://adviserinfo.sec.gov/individual/summary/2876957)
- **SEC registration:** Investment adviser representative in IL, TX
- **Exams passed:** Series 63 (1997), Series 65 (1998)
- **Firm size:** 13 employees
- **Disclosures:** None reported
- **Website:** http://www.pendulum.partners

## Frequently asked questions

### Is Alison Brandt a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Alison holds no broker registration, and Pendulum Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Alison charge for financial advice?

Alison's firm, Pendulum Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Alison Brandt based?

Alison Brandt is based in Itasca, Illinois.

### What does Alison specialize in?

Alison's specialties include retirement planning, tax planning, family wealth transfer and small business owners. Alison works with founders.

### Is Alison Brandt registered with the SEC?

Yes. Alison Brandt is registered as an investment adviser representative in IL and TX (CRD 2876957), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Pendulum Partners manage?

Pendulum Partners reports $282.8M across 927 accounts in assets under management.

### How do I contact Alison Brandt?

Through Alison's website, www.pendulum.partners.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2876957): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://pendulum.partners/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.