Stanton Burns, CFP® Oakview Wealth Solutions

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About Stanton Burns, CFP®

With over 20 years of combined experience in the fields of finance and education, my wife and I created Oakview Wealth Solutions because we share a passion for helping individuals feel safe when it comes to their money and their future. We both also shared a distaste when it came to our experiences at “big” corporate financial institutions. Oakview represents a warm, educational, and family-focused company here to serve those that work so hard for their money. As a family run business, one of our goals is to work with our clients in an environment that feels like home, is informative, and not so intimidating. More like family taking care of you and less like a service.

My favorite part of being an advisor is having a client come in with a ton of different problems and being able to find solutions for all of them. It’s like putting a puzzle together. And at the end of the day when I get to show them how much money they have saved, or earned, or even just how easy we have made the process for them, it’s a real joy. My favorite part of being my own boss is no more one size fits all planning. And, that I can sometimes leave early on Fridays! Come talk to us and meet my family. We would love to help you figure out your puzzle pieces when it comes to your money.

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Ideal Clients

  • College Planning
  • Gen X
  • Investment Planning & Management
  • Retirement Planning

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

States Registered

  • Missouri

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