# Gino Poli

> Gino Poli is a fee-only financial advisor at Pendulum Partners in Itasca, Illinois, who holds the CFP credential. Gino 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/gino-poli/
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
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Family wealth transfer, Small business owners
- **Works with:** Founders
- **CRD:** 6945254 (https://adviserinfo.sec.gov/individual/summary/6945254)
- **SEC registration:** Investment adviser representative in IL
- **Exams passed:** Series 66 (2018)
- **Firm size:** 13 employees
- **Disclosures:** None reported
- **Website:** http://www.pendulum.partners

## Frequently asked questions

### Is Gino Poli a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Gino 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 Gino charge for financial advice?

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

### Where is Gino Poli based?

Gino Poli is based in Itasca, Illinois.

### What does Gino specialize in?

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

### What credentials does Gino Poli hold?

Gino Poli holds the CFP credential.

### Is Gino Poli registered with the SEC?

Yes. Gino Poli is registered as an investment adviser representative in IL (CRD 6945254), 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 Gino Poli?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6945254): 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.