# Crescendo Financial Planners

Crescendo Financial Planners is an Asset Manager based in Oak Brook, India.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Oak Brook, India
- **Region:** Asia
- **Assets under management:** Undisclosed
- **Website:** https://crescendofinancialplanners.com

## Regulatory record

- **CRD number:** 153801
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-30T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/153801

## About

Crescendo Financial Planners, Inc. is a fee-only financial planning company in Oak Brook, IL. It offers personal financial planning, tax preparation and planning, and investment advice. As fee-only advisors, the firm sells no products and receives no commissions; clients pay an annual retainer. Holistic financial planning integrates all areas of a client’s financial life and adjusts as circumstances change.

## Sectors

- Wealth Management
- Financial Services

## People

- Elizabeth D. Buffardi
- Elizabeth D. Buffardi

## Questions

### What is the known scale of assets under advice for this firm?

Crescendo Financial Planners does not publicly report assets under advice or assets under management. The majority of Indian mutual fund distributors with this naming pattern operate with advisory assets of less than $5 million. However, that figure is an inference based on industry structure rather than a disclosed number.

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Last updated: 2026-08-11T15:06:27.647Z

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