Sansone CPA & Financial
Updated today
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
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Sansone CPA & Financial provides financial planning and portfolio management to individuals, high‑net‑worth individuals, and business clients, with services that include retirement and tax‑aware planning, business planning, cash‑flow analysis, and insurance and estate planning. The firm is fee‑only and also makes referrals to third‑party professionals as part of comprehensive planning engagements.
The firm’s investment approach emphasizes asset allocation grounded in modern portfolio theory and a mix of passive and active strategies, with security and mutual fund/ETF analysis informing portfolio construction. It may engage outside managers, subscribes to model marketplaces offered by Altruist and Schwab, and manages client accounts on a discretionary basis exclusively through a wrap‑fee program with custody at Schwab and/or Altruist.
Noteworthy features include an explicit affiliation with an accounting and tax practice owned by the same entity, with the firm’s principal devoting a portion of time to those accounting services—an arrangement that is relatively uncommon among independent advisers. At the time of the brochure filing the firm reported no assets under management and it relies on custodial statements rather than issuing separate written performance reports to clients, which are operational details prospective clients may wish to consider.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Business ownership considerations
Retirement withdrawal strategies
General estate planning guidance
Cash flow / budgeting
Occupation focus
Founder/Business Owner
Fee options
Fixed fees for financial planning between $1,500 and $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
Account minimum: $100,000 (minimum may be reduced or waived on a case-by-case basis) Fee-only: Financial planning charged as fixed fees ranging from $1,500 to $3,500 or hourly rate of $300; clients with $500,000+ AUM receive 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
Sansone CPA & Financial has reported serving >5 clients in these states in the last 12 months.
Illinois
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
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
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