Crescendo Financial Planners Inc. fees and pricing
Financial planner in Oak Brook, Illinois. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, Crescendo Financial Planners Inc. charges a flat or project fee of $2,640-$4,320 and an annual fee of $3,300-$20,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,640-$4,320
“For Clients with Marketable Assets of $250,000 and below, a renewal year’s fee is a fixed fee of $2,640, and for Clients with Marketable Assets between $250,001 - $500,000, a renewal year’s fixed fee is $4,320.”
- Annual fee
- $3,300-$20,000/yr
“Page 6 Fees for the Initial Year of the Open Retainer range from $3,300 to $20,000, or more.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Crescendo Financial Planners Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee will be determined by the fee calculation formula set forth above and are generally non-negotiable.”
- “Item 5C - Fee Billing Crescendo bills Clients directly for services.”
- “Open Retainer fees are calculated annually, billed and payable either monthly or quarterly, at the Client’s choice, in arrears.”
How Crescendo Financial Planners Inc.’s fees compare
- Its flat or project fee of $2,640-$4,320 is below the Illinois median of $4,500. 40% of the 175 other Illinois planners that publish a flat or project fee charge less.
- 2 of the 5 other planners in Oak Brook that publish a flat or project fee charge less.
- Its annual fee of $3,300-$20,000 spans the Illinois median of $7,500. 75% of the 77 other Illinois planners that publish an annual fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Crescendo Financial Planners Inc.
“This non-profit organization provides training and support through an alliance of fee-only comprehensive financial advisors working with middle-income Clients.”
- Firm size: 2 employees.
- Credentials named in the brochure: CFP® and CPA.
- Registered as an adviser: 2013 (13 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Clients
- 26
- Employees
- 2
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $50,409,425
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 153801
- Phone
- (630) 446-0114
Other planners in Oak Brook that publish fees
- Defined Capital LLCOak Brook$250/hr, $1,000-$2,500
- Dillow Wealth Management LLCOak Brook$10,000-$100,000
- Geiger Wealth ManagementOak Brook$200/hr
- Retirement Planners, Inc.Oak Brook$250-$1,200
- Stonebridge Wealth Management LLCOak Brook$500/hr, $1,500-$10,000
- Watershed Private WealthOak Brook$1,000-$10,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.