# Elizabeth Buffardi

> Elizabeth Buffardi is a fee-only financial advisor at Crescendo Financial Planners, Inc. in Oak Brook, Illinois, who holds the CFP and CPA credentials. Elizabeth charges an ongoing planning fee and focuses on tax planning.

Page: https://find.wellspent.co/advisors/elizabeth-buffardi/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Crescendo Financial Planners, Inc.
- **Based in:** Oak Brook, Illinois
- **Fee model:** Ongoing planning fee
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $50.4M across 27 accounts
- **Credentials:** CFP, CPA
- **Specialties:** Tax planning
- **CRD:** 5826023 (https://adviserinfo.sec.gov/individual/summary/5826023)
- **SEC registration:** Investment adviser representative in IL
- **Exams passed:** Series 65 (2011)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://crescendofinancialplanners.com

## Frequently asked questions

### Is Elizabeth Buffardi a fee-only financial advisor?

Yes. Elizabeth Buffardi is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Elizabeth's firm.

### How does Elizabeth charge for financial advice?

Elizabeth charges an ongoing planning fee.

### Where is Elizabeth Buffardi based?

Elizabeth Buffardi is based in Oak Brook, Illinois.

### What does Elizabeth specialize in?

Elizabeth's specialties include tax planning.

### What credentials does Elizabeth Buffardi hold?

Elizabeth Buffardi holds the CFP and CPA credentials.

### Is Elizabeth Buffardi registered with the SEC?

Yes. Elizabeth Buffardi is registered as an investment adviser representative in IL (CRD 5826023), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Crescendo Financial Planners, Inc. manage?

Crescendo Financial Planners, Inc. reports $50.4M across 27 accounts in assets under management.

### How do I contact Elizabeth Buffardi?

Through Elizabeth's website, crescendofinancialplanners.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/7494): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://crescendofinancialplanners.com/): specialties, clients served, and fees, checked October 28, 2026

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