Sansone CPA & Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Average account size
—
About
Sansone CPA & Financial serves individuals, high‑net-worth individuals, and businesses with investment management and comprehensive financial planning services, including business planning, cash‑flow and tax planning, retirement planning, and insurance reviews. The firm operates on a fee‑only basis and states a $100,000 account minimum that may be reduced or waived on a case‑by‑case basis.
The firm implements portfolios using a combination of passive and active strategies grounded in modern portfolio theory and advises primarily on stocks, bonds, mutual funds, ETFs, municipal securities, and cash equivalents. It uses model portfolios and outside managers — including access to model marketplaces offered by Altruist LLC and Schwab — and typically manages client accounts on a discretionary basis, providing written financial plans when engaged.
Noteworthy features that distinguish the adviser from many peers are its role as a wrap‑fee program sponsor (it offers investment management exclusively through a wrap program, which is uncommon for independent firms) and its affiliation with an accounting and tax practice that is wholly owned by the advisory entity, allowing for cross‑referrals without referral compensation. The brochure also shows the firm is recently registered and reported no assets under management at the most recent reporting date, indicating a nascent client base.
Client services
Expertise
Occupation focus
Fee options
Financial Planning fixed fees range from $1,500 to $3,500.
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.90% $1,000,001 - $3,000,000: 0.70% $3,000,001+: 0.50%
$300 per hour for Financial Planning services.
Account minimum: $100,000 Fee-only: Financial Planning fixed fees range from $1,500 to $3,500; hourly rate of $300; clients with $500,000+ AUM receive financial planning at no additional cost.
Main office location
Sansone CPA & Financial
850 S Mchenry Ave, Ste D
Crystal Lake IL 60014, United States
Number of offices
1
Most active in
Illinois
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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