R.W. Stanley Investment Planning is an independent registered investment advisor based in Libertyville, Illinois, owned and operated by Robert W. Stanley. The firm specializes in providing fee-only financial planning and investment advisory services on a project-by-project or hourly basis. Services cover a broad range of topics, including portfolio asset allocation and diversification strategies, specific investment recommendations, capital needs analysis, retirement planning, college funding, cash flow and debt management, tax planning strategies, risk management, and estate planning. R.W. Stanley Investment Planning operates on a non-discretionary basis, meaning clients retain absolute control over all implementation decisions and trades. The firm does not manage or monitor client assets directly, take custody of funds, or participate in wrap fee programs. Advice is tailored to each client's individual needs, and clients are encouraged to re-engage periodically for portfolio rebalancing or plan updates. The firm is a member of the Garrett Planning Network and the National Association of Personal Financial Advisors.
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.