Advisor at R. W. Stanley Investment Planning
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
R. W. Stanley Investment Planning
Location
Grayslake, IL
Credentials
CFP®, ChFC®
Industry experience
17 years
Robert Stanley is a CFP® and ChFC® with 17 years of experience in financial advisory services at R. W. Stanley Investment Planning. He has operated the Stanley Agency since 1991, providing fire, casualty, and life insurance services. R.W. Stanley Investment Planning offers fee-only, project-based financial planning and investment advisory services primarily to individuals and families, emphasizing broad strategic asset allocation and the use of low-cost passive index funds. The firm does not take custody of client assets and provides advice on a per-project, hourly basis.
Based on R. W. Stanley Investment Planning
Based on R. W. Stanley Investment Planning
$300 per hour, billed in six-minute increments after minimum 4-hour project charge
Minimum fee: Minimum charge of $1,200 per project (4 hours minimum) Fee-only: Fee-only financial planning and investment consultation services billed hourly at $300 per hour
Grayslake, IL
Illinois
R. W. Stanley Investment Planning
2009 - Present (17 years)
Stanley Agency
1991 - Present (35 years)
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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.
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.
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