Advisor at Stanton Group Wealth Partners, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Stanton Group Wealth Partners, Inc.
Location
Naperville, IL 60563
Credentials
Series 63, Series 66
Industry experience
21 years
John Stanton is the sole advisor at Stanton Group Wealth Partners, Inc. in Naperville, IL, holding Series 63 and Series 66 licenses with 21 years of industry experience. He previously spent 11 years at Seacrest Wealth Management, LLC. Stanton is also a licensed insurance agent specializing in life, long-term care, and fixed annuities. Stanton Group Wealth Partners, Inc. is a newly formed investment adviser providing wealth management, financial planning, and retirement-plan advice to high-net-worth individuals, trusts, estates, and businesses. The firm uses a combination of fundamental and technical analysis to construct tailored strategy portfolios and offers a range of planning services including pension consulting and 401(k) reviews.
Based on Stanton Group Wealth Partners, Inc.
Based on Stanton Group Wealth Partners, Inc.
Fixed fees generally range from $1,000 to $10,000 depending on scope and complexity.
$0 - $999,999: 1.00% $1,000,000 - $3,000,000: 0.85% $3,000,001 - $5,000,000: 0.75% Over $5,000,000+: Negotiated
Insurance products may be sold with commissions to advisory professionals.
$325 per hour
Account minimum: $500,000
2020 Calamos Ct., Suite 200
Naperville, IL 60563
Illinois
Stanton Group Wealth Partners, Inc.
2025 - Present (1 year)
Seacrest Wealth Management, LLC
2014 - 2025 (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Hinsdale, IL
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CFP®, CPA, RICP®
Naperville, IL
NexJenn Financial Services
I believe that everyone should have access to a professional advisor who understands their needs and can help them achieve the lifestyle they desire. As a financial advisor, I am dedicated to learning about your personal goals and using them to build a retirement plan tailored to your unique situation. NexJenn Financial Services was founded in response to the demand for financial planning from my tax clients. Often squeezed between spending for their kids’ education, caring for an elderly relative and saving for their own retirement, many were anxious about their financial future. I have enjoyed helping my clients find a balance and focus on building a strong financial future. I am a CPA® and CERTIFIED FINANCIAL PLANNER Professional®, as well as a Retirement Income Certified Professional®. Additionally, I am a member of the National Association of Personal Financial Advisors and the XY Planning Network. In my spare time, my husband and I volunteer at a homeless shelter. I also love to bike and travel and am an aspiring photographer. I have been married for 30 years and together with my awesome husband, we’ve raised three awesome kids.
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