Adviser Profile
| As of Date | 03/28/2026 |
| Registration status | Registration Changed to STAGE 2 PLANNING PARTNERS LLC |
| ADV Location | S BURLINGTON, VT, United States |
| Contact Info | 802 xxxxxxx |
| Websites |
| AUM* | 106,498,446 31% |
| of that, discretionary | 93,117,386 15% |
| Number of Employees | 2 -33% |
| of those in investment advisory functions | 2 -33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 185,861 -45% |
| % High Net Worth | 7.47% 20% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
Reported AUM
1
1
1
1
Private Funds
No private funds