Stanton Burns, CFP® Oakview Wealth Solutions

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About Stanton Burns, CFP®

In 2018, I launched Oakview Wealth Solutions – a St Charles Fee-Only Financial Planner. As an industry-leading CFP® professional I help our clients eliminate debt, invest smarter, and retire faster.

Since launching Oakview Wealth Solutions, I have helped clients buy their dream home, quickly and safely pay down debt, protect their wealth, and retire on their terms. All so they can live richer lives now.

I’m a proud graduate of the College of Architecture, Design and Construction at Auburn University and the Certified Financial Planner program at Northwestern University. In addition, I hold the CERTIFIED FINANCIAL PLANNER™ designation – exemplifying my commitment to the highest standards of integrity and professionalism in the industry.

When I’m not helping clients realize their dreams, I like to spend my time at concerts, traveling with my family, and watching college football. War Eagle!

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Ideal Clients

  • Dual Income Family
  • Family Financial Planning
  • Gen X
  • Young Professionals

Ways Advisor Charges

  • Quarterly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Flat Fee: $3,700/billed in quarterly installments
  • Hourly Fee: $180/hour
  • AUM: .5% – 1.25%

SEC Records

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