R. W. Stanley Investment Planning fees and pricing
Financial planner in Grayslake, Illinois. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 27, 2026, R. W. Stanley Investment Planning charges $210 an hour and a flat or project fee of $900 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $210/hr
“The firm now bases all new projects and future work on an hourly rate of $210 per hour.”
- Flat or project fee
- $900
“The firm has instituted a minimum charge for any one given project of $900 (4 hours) and for projects in excess of that minimum (4 hours), it now bases all new and future work primarily on an hourly rate of $225 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How R. W. Stanley Investment Planning’s fees compare
- Its hourly rate of $210 is below the Illinois median of $273. 25% of the 215 other Illinois planners that publish an hourly rate charge less.
- Its flat or project fee of $900 is below the Illinois median of $4,500. 7% of the 175 other Illinois planners that publish a flat or project fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About R. W. Stanley Investment Planning
“Stanley Investment Planning provides fee‐only financial planning and investment advisory services on an as‐needed, per-project basis primarily to individuals and families but also on occasion to trusts, estates, charitable organizations, businesses and corporations.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP® and ChFC®.
- Registered as an adviser: 2009 (17 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning, pension consulting, and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 149205
- Phone
- (847) 816-0170
Other planners in Grayslake that publish fees
- Sure Foundation Wealth Planning, LLCGrayslake$350/hr, $1,000-$3,000
- 15 Wealth Advisors LLCMundelein$250-$10,000/yr
- 1ST Advantage Financial Advisers, LLCLombard$200/hr
- Alo Financial PlanningMount Prospect$3,000
- Altair Advisers, LLCChicago$200-$500/hr
- Altman AdvisorsChicago$500/hr, $25,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.