How does the advisor help clients – Key Takeaways:
- Stanton Financial Planning, LLC is a financial expert that provides comprehensive financial planning services.
- The company has a team of experienced and knowledgeable advisors who offer personalized guidance to clients.
- Stanton Financial Planning, LLC helps clients create and manage investment portfolios, plan for retirement, and navigate tax implications.
Facts and Insights
Stanton Financial Planning, LLC is a leading financial planning firm that has been serving clients since 2005. The company is committed to helping individuals, families, and businesses achieve their financial goals through strategic planning and disciplined investing.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 10+ | 16 years |
Financial Services Offered
Stanton Financial Planning, LLC offers a wide range of financial services to help clients achieve their financial goals and secure their future. These services include:
- Investment management
- Retirement planning
- Tax planning and preparation
- Estate planning
- Insurance planning
- Education planning
Client Types
Stanton Financial Planning, LLC serves a diverse range of clients, including:
- Individuals
- Families
- Small business owners
- Professionals
- Retirees
Fees & Compensation
Stanton Financial Planning, LLC is a fee-only firm, which means that the company earns revenue solely from client fees and does not receive commissions or other compensation from third-party vendors. This structure aligns the company’s interests with those of its clients, ensuring that there is no conflict of interest.
Background
Stanton Financial Planning, LLC was founded by John Stanton, CFP®, an experienced financial advisor with over 25 years of experience in the industry. The company has grown significantly since its inception and has cemented its reputation as a trusted and reliable financial planning firm.
Financial Advisor Disclosures to Know
Stanton Financial Planning, LLC is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC). As such, the company is required to disclose all potential conflicts of interest, charges and fees, and other important information to clients. It is important for clients to review and understand these disclosures before working with an advisor.