{
  "crd_number": 172232,
  "slug": "stages-planning-group-llc-virginia-beach-va-172232",
  "primary_business_name": "STAGES PLANNING GROUP, LLC",
  "legal_name": "STAGES PLANNING GROUP, LLC",
  "dbas": [],
  "city": "Virginia Beach",
  "state": "VA",
  "country": "United States",
  "cbsa_code": "47260",
  "metro": {
    "cbsa_code": "47260",
    "common_name": "Virginia Beach",
    "msa_name": "Virginia Beach-Chesapeake-Norfolk, VA-NC",
    "path": "/advisors/va/virginia-beach"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2014-10-06",
  "years_registered": 11,
  "period": "2026-10-01",
  "filing_date": "2026-02-12",
  "carried_forward": false,
  "raum_total": 92883381.0,
  "raum_discretionary": 87175667.0,
  "raum_non_discretionary": 5707714.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 51905972.0,
      "count": 290
    },
    "high_net_worth_individuals": {
      "raum": 40977409.0,
      "count": 32
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "PA",
    "VA"
  ],
  "websites": [
    "https://stagesplanning.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/172232",
  "city_as_filed": "VIRGINIA BEACH",
  "url": "https://advisorcensus.com/firm/stages-planning-group-llc-virginia-beach-va-172232",
  "display_name": "Stages Planning Group, LLC",
  "summary": "Stages Planning Group, LLC is a state-registered investment advisory firm in Virginia Beach, VA, registered since 2014, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 12, 2026.",
  "citation": "AdvisorCensus. Stages Planning Group, LLC (CRD 172232): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Stages Planning Group, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Stages Planning Group, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Stages Planning Group, LLC located?",
      "a": "Stages Planning Group, LLC's principal office is in Virginia Beach, VA, according to its Form ADV."
    },
    {
      "q": "Is Stages Planning Group, LLC registered with the SEC or a state?",
      "a": "Stages Planning Group, LLC is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 172232."
    },
    {
      "q": "How much does Stages Planning Group, LLC manage?",
      "a": "Stages Planning Group, LLC reports $92,883,381 in regulatory assets under management in its Form ADV filing dated February 12, 2026 (94% discretionary)."
    },
    {
      "q": "What types of clients does Stages Planning Group, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (290); high net worth individuals (32)."
    },
    {
      "q": "Does Stages Planning Group, LLC 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/172232"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/stages-planning-group-llc-virginia-beach-va-172232.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 290,
      "fewer_than_5": false,
      "raum": 51905972.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 32,
      "fewer_than_5": false,
      "raum": 40977409.0
    }
  ],
  "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/172232",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}