Alison Brandt
Pendulum Partners · Itasca, Illinois
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.
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Specialties
Who they serve
- Founders
Facts
| Firm | Pendulum Partners |
|---|---|
| Based in | Itasca, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $282.8M across 927 accounts |
| SEC registration | Investment adviser representative in IL, TX · CRD 2876957 |
| Exams passed | Series 63 (1997) · Series 65 (1998) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.pendulum.partners |
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Questions about Alison
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Pendulum Partners website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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