Crescendo Financial Planners, Inc.
Oak Brook, Illinois
Crescendo Financial Planners, Inc. at a glance
- One of 330 fee-only firms based in Illinois in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 2 employees and 26 individual clients.
- Its average account is about $1.9 million (assets it manages divided by its 27 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Illinois · What fee-only advisors charge in Illinois
Facts
| Based in | Oak Brook, Illinois |
|---|---|
| Website | crescendofinancialplanners.com |
| [email protected] | |
| Phone | (630) 446-0114 |
Questions about Crescendo Financial Planners, Inc.
How is Crescendo Financial Planners, Inc. paid?
Crescendo Financial Planners, Inc.'s Form ADV says it is paid by: hourly, fixed fees.
How many advisors does Crescendo Financial Planners, Inc. have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Crescendo Financial Planners, Inc..
What is the average account at Crescendo Financial Planners, Inc.?
Crescendo Financial Planners, Inc.'s average account is about $1.9 million. That's the assets on its Form ADV divided by its 27 accounts.
What does Crescendo Financial Planners, Inc. specialize in?
Crescendo Financial Planners, Inc.'s advisors and website list tax planning.
Is Crescendo Financial Planners, Inc. accepting new clients?
Yes, according to Crescendo Financial Planners, Inc.'s website, checked October 28, 2026.
Crescendo Financial Planners, Inc. fees
Crescendo Financial Planners, Inc. doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Hourly · Fixed fees |
|---|---|
| Assets managed | $50 million |
| Individual clients | 26 |
| Accounts managed | 27 |
| Employees | 2 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 153801 |