Cannata & Company, LLC
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About
Cannata & Company is a small advisory firm that provides comprehensive financial planning to individuals and families, including business owners. Its planning services cover estate and gift planning, business succession, retirement planning, education funding, budgeting and cash‑flow analysis, and investment analysis and recommendations.
The firm follows a modular, client‑centered planning process that gathers detailed financial and tax information to produce written plans and implementation guidance; clients may implement recommendations through outside providers. Cannata & Company does not provide discretionary portfolio management, wrap‑fee programs, custody of client assets, or performance‑based fees, focusing its business on planning engagements rather than ongoing asset management.
A distinctive feature is the firm’s affiliation with an accounting and tax‑preparation practice — the owner operates a separate CPA firm and spends roughly 15% of his time on those accounting activities — which can enable integrated tax and planning advice but also creates disclosed conflicts of interest. The advisory representatives are dually registered with a broker‑dealer/RIAs and commonly implement recommendations through that broker‑dealer, a structure that can generate commission and trail compensation (with certain trail fees credited back in fee‑based programs); the firm operates with two advisors and a small client roster.
Client services
Expertise
Fee options
Fixed fees ranging from $500 to $10,000 based on time, complexity, and services.
Commissions and trail fees may be earned if clients implement recommendations through Arkadios; not included in advisory fees.
Hourly fee of $250 per hour.
Minimum fee: Fixed fees generally range from $500 to $10,000, negotiable based on complexity and scope. Fee-only: Hourly fee of $250 per hour; Fixed fees ranging approximately from $500 to $10,000 depending on services.
Main office
25 E. Main Street, Suite 202
Roselle IL 60172
Advisors at this office
2
Most active in
Illinois
Also doing business as
Cannata & Company, LLC · Cannata, Jack P. · Cannata, Jack Peter · J.P. Cannata & Associates
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
Advisors at this firm
Jack C
CFP®, Series 63, Series 65
Roselle, IL
Cannata & Company, LLC
Jack Cannata is a CFP® with 33 years of industry experience, currently serving at Arkadios Wealth Advisors. He previously worked at Commonwealth Financial Network for 21 years and is the owner and managing member of Cannata & Company, LLC, a private entity facilitating securities, advisory, and insurance business. Outside of advising, he provides tax preparation and accounting services as a CPA and acts as co-trustee for family-related trusts. Arkadios Wealth Advisors is an enterprise firm with 151 advisors that offers wealth management services, focusing on comprehensive financial planning and investment advisory.
Lindsey C
CFP®, Series 63, Series 65
Roselle, IL
Cannata & Company, LLC
Lindsey Cannata is a Certified Financial Planner® with 12 years of industry experience, currently practicing at Cannata & Company, LLC in Roselle, IL. She previously worked at Commonwealth Financial Network for 12 years and has been with Cannata & Company since 2014. Lindsey is also a licensed notary public. Cannata & Company provides comprehensive financial planning services to individuals and families, focusing on estate planning, business succession, retirement, education funding, and cash-flow management. The firm delivers tailored planning engagements without discretionary portfolio management or custody of client assets.
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