Stanton Financial Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides fee-only holistic financial planning and tax planning services to individuals and families, including trusts, estates, and retirement plans. Operating as a single-advisor practice with a limited client roster, the firm structures work around comprehensive planning engagements, project retainers, and hourly consultations rather than ongoing portfolio management.
The firm’s investment philosophy emphasizes disciplined asset allocation with equities for long-term growth, global diversification, and high-quality fixed income to moderate volatility, and recommendations are tailored to each client’s goals, tax attributes, and risk profile. It does not accept discretionary trading authority or custody of client assets; clients must approve transactions and, when discretionary management is requested, the firm refers clients to an independent third‑party sub-advisor.
Distinctive features include the deliberate avoidance of percentage-of-AUM billing and the absence of in-house discretionary portfolio management or regulatory assets under management, with advisory compensation collected by retainer or hourly arrangements instead. The adviser also integrates tax preparation and real-estate investment analysis into its planning work and participates in a national fee-only planning network, reflecting a focus on planning and tax services rather than acting as a traditional asset manager.
Client services
Expertise
Fee options
Open Retainer: $2,500 to $30,000 first year, $2,000 to $30,000 renewal fees; Project Retainer: flat fees based on service time
$250 per hour
Fee-only: Flat annual fees ranging from $2,000 to $30,000 per year for Open Retainer; flat fees for Project Retainer; $250 per hour for Hourly engagements
Main office
Chicago IL
Advisors at this office
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 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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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
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