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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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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