# Stages Planning Group, LLC

> 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.

- CRD: 172232
- Filed as: STAGES PLANNING GROUP, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Virginia Beach, VA
- Filing period: October 2026
- Form ADV filing dated: February 12, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/172232
- AdvisorCensus page: https://advisorcensus.com/firm/stages-planning-group-llc-virginia-beach-va-172232

## Quick answers

**How is Stages Planning Group, LLC compensated?**
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.

**Where is Stages Planning Group, LLC located?**
Stages Planning Group, LLC's principal office is in Virginia Beach, VA, according to its Form ADV.

**Is Stages Planning Group, LLC registered with the SEC or a state?**
Stages Planning Group, LLC is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 172232.

**How much does Stages Planning Group, LLC manage?**
Stages Planning Group, LLC reports $92,883,381 in regulatory assets under management in its Form ADV filing dated February 12, 2026 (94% discretionary).

**What types of clients does Stages Planning Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (290); high net worth individuals (32).

**Does Stages Planning Group, LLC 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/172232

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $92,883,381
- Discretionary: $87,175,667
- Non-discretionary: $5,707,714

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 290 | $51,905,972 |
| High net worth individuals | 32 | $40,977,409 |

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

### Firm details
- Registered since: 2014 (11 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Stages Planning Group, LLC (CRD 172232): Form ADV filing data as of October 2026.