Robert Stanley
Robert Stanley is a CFP, ChFC-designated registered investment advisor at R. W. Stanley Investment Planning, based in Grayslake, IL, with 17 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Hourly consulting and project-based planning — $300 per hour with a minimum project charge of $1,200 (covering 4 hours). Additional time is billed in six-minute increments.
Location
Grayslake, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert owns Stanley Agency, providing fire, casualty, and life insurance since 1991. He dedicates about half of his time to this business.
Employment History
Current Registrations
R. W. Stanley Investment Planning
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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