Stanford Wealth Planning LLC
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
Stanford Wealth Planning provides retirement plan consulting to employer plan sponsors and also offers investment management and financial planning services for institutional and individual clients. Its brochure describes continuous investment advice for plan sponsors as well as written financial plans and project-based planning for individuals and families.
The firm states it implements portfolios using Modern Portfolio Theory, blending passive and active funds and, when requested, incorporating ESG or values-based screening; emphasis is placed on asset allocation, fund and ETF selection, and ongoing monitoring. For retirement plans the firm lists services such as investment policy statement design, investment review and recommendations, fee analysis, participant education, and vendor searches, and it integrates client-facing tools such as scenario modeling, behavioral coaching, and a secure digital dashboard to support implementation.
What is distinctive compared with many peers is the firm’s explicit retirement-plan consulting and ERISA fiduciary role alongside retail-facing planning and behavioral-finance programs. Combining plan-level fiduciary consulting (including ERISA-regulated plan services) with services like Foundations planning, Money Mastery coaching, and one-page roadmaps is an operational mix that is uncommon for firms in this investment-manager category.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Cash flow / budgeting
General retirement planning
Demographic focus
Young Professionals
Values-based investing
Fee options
Fixed fees ranging from $250 to $20,000 for Project-Based Financial Planning; Foundations Planning fixed fees from $2,700 to $20,000 per year; Comprehensive Planning fixed fees from $5,000 to $20,000 per year.
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.85% $5,000,001 - $7,000,000: 0.75% $7,000,001 - $10,000,000: 0.65% $10,000,001+: Negotiable
$250 per hour for Project-Based Financial Planning
Account minimum: $500,000 minimum for investment management services; no minimum for financial planning services Fee-only: Financial planning fees are fixed fees or hourly rates; no commissions received.
Main office location
Stanford Wealth Planning LLC
Ponte Vedra Beach FL, United States
Number of offices
2
Most active in
Stanford Wealth Planning LLC has reported serving >5 clients in these states in the last 12 months.
Florida
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 not active or affiliated with:
-
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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
LinkedIn
Facebook
Instagram
Website
(904) 686-6400
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