R. W. Stanley Investment Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
79
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
79
Average account size
$0
About
R.W. Stanley Investment Planning provides fee‑only financial planning and investment advisory services on an as‑needed, per‑project basis primarily to individuals and families and, on occasion, to trusts, estates, charitable organizations, and businesses or corporations. The firm delivers written recommendations after an initial complimentary interview and does not take custody of or manage client assets.
When engaged the firm evaluates a client’s financial situation, goals and risk tolerance and emphasizes long‑term strategic asset allocation grounded in modern portfolio theory and the efficient‑market view, typically recommending low‑cost passive funds and periodic rebalancing. Services are non‑discretionary and project‑focused; the firm does not provide ongoing portfolio management or continuous account monitoring.
Distinctive aspects noted in the brochure include the firm’s provision of educational workshops (often pro bono) and its occasional work with business clients that can involve pension‑type consulting, in addition to standard retirement planning for individuals. The firm operates as a fee‑only, hourly practitioner (with a stated minimum project charge) and is affiliated with fee‑only networks such as the Garrett Planning Network and NAPFA, reflecting its placement in a networked, advice‑only model rather than a percentage‑of‑assets advisory business.
Client services
Financial planning
Pension consulting
Educational seminars or workshops
Expertise
General retirement planning
College savings (529s, UTMA, etc.)
General tax planning
Cash flow / budgeting
Wealth management
Fee options
$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
Main office location
R. W. Stanley Investment Planning
Grayslake IL, United States
Number of offices
2
Most active in
R. W. Stanley Investment Planning has reported serving >5 clients in these states in the last 12 months.
Illinois
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:
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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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