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 Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
R.W. Stanley Investment Planning provides advice only and does not manage client assets. Investment advice is provided on a per-project basis at an hourly rate.
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
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