Sansone CPA & Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Our hourly rate is $300. 9 The fee range is dependent upon variables including the specific needs of the Client, complexity, estimated time, research, and resources required to provide services to you, among other factors we deem relevant.”

Flat or project fee

$1,500⁠-⁠$9,500

“Fixed fee rates range between $1,500 to $9,500.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Sansone CPA & Financial bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “The fee is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

How Sansone CPA & Financial’s fees compare

• Its hourly rate of $300 is above the Illinois median of $273. 52% of the 215 other Illinois planners that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$9,500 spans the Illinois median of $4,500. 60% of the 175 other Illinois planners that publish a flat or project fee charge less.

About Sansone CPA & Financial

• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2022 (4 years).

Planning areas mentioned in the brochure

• Estate planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.15% a year

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

338455

Website

sansonecpa.com (opens in new tab)

Phone

(815) 459-4300

Other planners in Crystal Lake that publish fees

• Piershale Wealth Management, LLCCrystal Lake$300/hr, $2,000⁠-⁠$4,000
• 15 Wealth Advisors LLCMundelein$250⁠-⁠$10,000/yr
• 1ST Advantage Financial Advisers, LLCLombard$200/hr
• Alo Financial PlanningMount Prospect$3,000
• Altair Advisers, LLCChicago$200⁠-⁠$500/hr
• Altman AdvisorsChicago$500/hr, $25,000

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