Stanton Financial Planning, LLC

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.