A complete list of active advisors currently associated with Stanton Group Wealth Partners, Inc.
Warmer can help you find a great advisor at Stanton Group Wealth Partners, Inc. or one who fits your needs even better.
Stanton Group Wealth Partners, Inc. is a newly formed investment adviser (registered in 2025) that provides wealth management, financial planning, and retirement-plan advice to high-net-worth individuals, trusts, estates and businesses. The firm offers discretionary investment management, standalone planning and consulting, and advice on qualified retirement plan assets, including 401(k) reviews. The firm’s investment process blends fundamental and technical analysis and uses a set of defined strategy portfolios (Value & Dividend, Capital Appreciation, Balanced, Moderate Income, Conservative Income) built from individual securities, mutual funds, ETFs and pooled vehicles; portfolios are tailored to client objectives and may include client-imposed restrictions and periodic reviews. Fees for discretionary management are asset-based, while standalone financial planning can be billed hourly ($325/hour) or as fixed fees (generally $1,000–$10,000), and the firm discloses policies around rollovers and related conflicts. Notable distinctions relative to many peers include that certain principals are licensed insurance agents and may receive commissions from insurance sales, a relationship the brochure discloses as a potential conflict of interest; the firm also explicitly offers pension consulting and 401(k) review services. Although the firm reports no assets under management as of the filing date, it markets a range of planning deliverables from a focused $1,000 modular plan to comprehensive bespoke plans (described as $10,000 engagements), an unusually broad planning offering for a newly registered manager.
To learn more about the advisors currently working at Stanton Group Wealth Partners, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Naperville, IL
| 22
|
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