Elizabeth Buffardi
Crescendo Financial Planners, Inc. · Oak Brook, Illinois
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.
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Specialties
Facts
| Firm | Crescendo Financial Planners, Inc. |
|---|---|
| Based in | Oak Brook, Illinois |
| Fee model | Ongoing planning fee |
| Accepting new clients | Yes |
| Assets under management | $50.4M across 27 accounts |
| Credentials | CFP · CPA |
| SEC registration | Investment adviser representative in IL · CRD 5826023 |
| Exams passed | Series 65 (2011) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | crescendofinancialplanners.com |
How Elizabeth's firm compares
- Crescendo Financial Planners, Inc.'s average account is about $1.9 million, from its Form ADV (assets managed divided by 27 accounts).
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Questions about Elizabeth
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Crescendo Financial Planners, Inc. website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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