{
  "crd_number": 149205,
  "slug": "r-w-stanley-investment-planning-149205",
  "primary_business_name": "R. W. STANLEY INVESTMENT PLANNING",
  "legal_name": "STANLEY ROBERT WAYNE",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2009-03-09",
  "years_registered": 17,
  "period": "2026-10-01",
  "filing_date": "2026-02-27",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "hourly",
    "other"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "IL"
  ],
  "websites": [
    "https://rwsinvestmentplanning.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/149205",
  "listing_state": "IL",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/r-w-stanley-investment-planning-149205",
  "display_name": "R. W. Stanley Investment Planning",
  "summary": "R. W. Stanley Investment Planning is a state-registered investment advisory firm, registered since 2009, with no regulatory assets under management reported in its Form ADV filing dated February 27, 2026.",
  "citation": "AdvisorCensus. R. W. Stanley Investment Planning (CRD 149205): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "Hourly charges",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Pension consulting services",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is R. W. Stanley Investment Planning compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), R. W. Stanley Investment Planning reports these compensation arrangements: hourly charges; other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Is R. W. Stanley Investment Planning registered with the SEC or a state?",
      "a": "R. W. Stanley Investment Planning is a state-registered investment advisory firm, registered since 2009. Status as filed: APPROVED. CRD 149205."
    },
    {
      "q": "Does R. W. Stanley Investment Planning report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/149205"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/r-w-stanley-investment-planning-149205.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/149205",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}