Stanton Group Wealth Partners, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
0
Total advisors
1
of 1 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
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.
Client services
Expertise
Occupation focus
Fee options
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
Main office location
Stanton Group Wealth Partners, Inc.
2020 Calamos Ct., Suite 200
Naperville IL 60563, United States
Number of offices
1
Most active in
Illinois
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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