Michael Stanton is a CFP-designated registered investment advisor at Stanton Financial Planning, LLC, based in Chicago, IL, with 10 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 5 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Stanton Financial Planning does not offer investment management services directly. However, they can refer you to a third-party advisor, Asset Dedication, for discretionary investment management. Asset Dedication charges a fee that will not exceed 0.275% of the assets they manage for you.
Contact
Michael Stanton
Location
Chicago, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Stanton Financial Planning, LLC
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.
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Additional Information
After over 30 years providing financial services and guidance to business owners, individuals and families through a major bank in Chicago, I have started my own fee-only financial planning business. Stanton Financial Planning, LLC is dedicated to providing individuals and business owners with what I believe they are looking for most - a trusted, objective advisor with no products to sell or hidden agendas. I do what’s best for the client – not what is best for some salesperson.