# Stage 2 Planning Partners LLC

> Stage 2 Planning Partners LLC is an SEC-registered investment advisory firm in S Burlington, VT, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 1, 2026.

- CRD: 323281
- Filed as: STAGE 2 PLANNING PARTNERS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: S Burlington, VT
- Filing period: October 2026
- Form ADV filing dated: June 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/323281
- AdvisorCensus page: https://advisorcensus.com/firm/stage-2-planning-partners-llc-s-burlington-vt-323281

## Quick answers

**How is Stage 2 Planning Partners LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Stage 2 Planning Partners LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**How much does Stage 2 Planning Partners LLC charge?**
Its Form ADV Part 2A brochure dated June 1, 2026 states: Hourly rate: $100 to $425 an hour (financial planning); Flat fee: $250 to $5,000 (financial planning); Flat fee: $5,000 (a financial plan). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Stage 2 Planning Partners LLC located?**
Stage 2 Planning Partners LLC's principal office is in S Burlington, VT, according to its Form ADV.

**Is Stage 2 Planning Partners LLC registered with the SEC or a state?**
Stage 2 Planning Partners LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 323281.

**How much does Stage 2 Planning Partners LLC manage?**
Stage 2 Planning Partners LLC reports $106,498,446 in regulatory assets under management in its Form ADV filing dated June 1, 2026 (87% discretionary).

**What types of clients does Stage 2 Planning Partners LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (283); high net worth individuals (23); pension and profit sharing plans (but not the plan participants or government pension plans) (2).

**Which custodians does Stage 2 Planning Partners LLC use?**
Stage 2 Planning Partners LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Assetmark Brokerage, LLC and Charles Schwab & Co., Inc. as custodians holding 10% or more of its separately managed account assets.

**Does Stage 2 Planning Partners LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/323281

**Does Stage 2 Planning Partners LLC state an account minimum?**
Its Form ADV Part 2A brochure dated June 1, 2026 says: "There is no account minimum for any of S2P’s services."

**What changed in Stage 2 Planning Partners LLC's recent Form ADV filings?**
In the April 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated June 1, 2026)

- Account minimum: None

> There is no account minimum for any of S2P’s services.

- Hourly rate: $100 to $425 an hour (financial planning)

> Hourly fees range from $100 to $425 per hour based on subject matter and plan complexity.

- Flat fee: $250 to $5,000 (financial planning)

> Flat fees range from $250 to $5000 depending on plan complexity.

- Flat fee: $5,000 (a financial plan)

> also may charge clients a maximum of $5,000 flat fee for a financial plan.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Assetmark Brokerage, LLC
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $106,498,446
- Discretionary: $93,117,386
- Non-discretionary: $13,381,060

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 283 | $70,071,263 |
| High net worth individuals | 23 | $34,315,783 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $2,111,400 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NH, NY, TX, VT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- stage2planning.com

## Changes in the filing (last 12 months)

### April 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Stage 2 Planning Partners LLC (CRD 323281): Form ADV filing data as of October 2026.