Stanton Financial Planning, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed October 29, 2024. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“The fee for Hourly engagements is $250 per hour.”

Annual fee

$2,500⁠-⁠$30,000/yr

“The first-year Open Retainer fee ranges from $2,500 to $30,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Stanton Financial Planning, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Clients are billed quarterly in advance, with the first quarterly payment due on execution of the engagement agreement.”
• “The client may obtain a full refund by providing written notice of termination within five days of signing a retainer agreement.”
• “In the event of later termination, prepaid but unearned client fees will be promptly refunded on a pro-rata basis based on the number of days remaining in the quarterly billing period.”

How Stanton Financial Planning, LLC’s fees compare

• Its hourly rate of $250 is below the Illinois median of $273. 27% of the 215 other Illinois planners that publish an hourly rate charge less.
• 17 of the 54 other planners in Chicago that publish an hourly rate charge less.
• Its annual fee of $2,500-$30,000 spans the Illinois median of $7,500. 83% of the 77 other Illinois planners that publish an annual fee charge less.
• 22 of the 25 other planners in Chicago that publish an annual fee charge less.

About Stanton Financial Planning, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2015 (11 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• College planning
• Insurance analysis

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

0.275% a year

Employees

1

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

177527

Website

stantonplanning.com (opens in new tab)

Phone

(312) 520-2922

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