Stanton Group Wealth Partners, Inc.

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Naperville, Illinois
CRD number
335311
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Stanton Group Wealth Partners, Inc. is an individually owned corporate advisory firm registered in Illinois that combines insurance brokerage with client-facing financial advice. Its advisory scope includes financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting services. Fee arrangements are flexible and include percentage-of-assets, hourly billing, and fixed-fee engagements. The firm does not present itself as an ESG-focused investor and is not described as a capital allocator or multi-state adviser in the available information. Client segmentation is oriented toward individual and small-business relationships rather than institutional or large-scale wealth management.

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • John Stanton

    John Stanton

    Founder & Wealth AdvisorCRD 1652643

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Naperville, IL

Du Page

Location

Naperville, IL

Headquartered in Naperville, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Du Page
Address
2020 Calamos Ct
Time zone
CT (UTC-6)
Office locations

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