Elizabeth Buffardi
Advisor at Crescendo Financial Planners Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Crescendo Financial Planners Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Oak Brook, IL
Credentials
CFP®, Series 65
Industry experience
14 years
Elizabeth Buffardi is a CFP® and Series 65 registered advisor with 14 years of experience. She is the President and Investment Adviser Representative of Crescendo Financial Planners, Inc., where she has worked since 2009. Prior to Crescendo, she was with FinancialPlanning4Me, LLC for one year. Crescendo Financial Planners provides fee-only holistic financial planning to individuals and families, focusing on middle-income clients without a formal asset minimum. The firm emphasizes long-term, primarily passive investment strategies using ETFs and index mutual funds, and operates on a non-discretionary basis with a fee structure based on fixed retainers and hourly engagements.
Based on Crescendo Financial Planners Inc.
$1 - $14,999: $250 fixed fee $15,000 - $39,999: $550 fixed fee $40,000 - $89,999: $950 fixed fee $90,000 - $224,999: $1,600 fixed fee $225,000 - $449,999: $2,900 fixed fee $450,000 - $719,999: $3,550 fixed fee $720,000 - $1,079,999: $4,200 fixed fee $1,080,000 - $1,349,999: $5,500 fixed fee $1,350,000 - $1,799,999: $6,200 fixed fee $1,800,000 - $2,899,999: $7,800 fixed fee $2,900,000 - $4,499,999: $10,000 fixed fee $4,500,000+: $12,500 fixed fee
$250 per hour for Custom Projects
Open Retainer fixed fees billed monthly or quarterly in advance
Fee-only: Fixed fees ranging from $1,275 to $20,000; Hourly rate $250/hr
Oak Brook, IL
Illinois
FinancialPlanning4Me, LLC
2017 - 2017 (1 year)
Crescendo Financial Planners, Inc.
2009 - Present (17 years)
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