# R. W. Stanley Investment Planning

> 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.

- CRD: 149205
- Filed as: R. W. STANLEY INVESTMENT PLANNING
- Legal name: Stanley Robert Wayne
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Illinois
- Filing period: October 2026
- Form ADV filing dated: February 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/149205
- AdvisorCensus page: https://advisorcensus.com/firm/r-w-stanley-investment-planning-149205

## Quick answers

**How is R. W. Stanley Investment Planning compensated?**
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.

**Is R. W. Stanley Investment Planning registered with the SEC or a state?**
R. W. Stanley Investment Planning is a state-registered investment advisory firm, registered since 2009. Status as filed: APPROVED. CRD 149205.

**Does R. W. Stanley Investment Planning report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Other

### Advisory services (Item 5.G)
- Financial planning services
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2009 (17 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- rwsinvestmentplanning.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. R. W. Stanley Investment Planning (CRD 149205): Form ADV filing data as of October 2026.