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Stage 2 Planning Partners LLC

EST. AUM
$106,498,446

CONTACTS

CLIENT ACCOUNTS
573

Firm Details

Metro area Burlington, VT
CRD Number 323281
Website stage2planning.com
Client types

Overview

Stage 2 Planning Partners LLC is a Vermont-based SEC-registered investment adviser providing financial planning and portfolio management services to individuals and high-net-worth clients. The firm manages approximately $106 million in assets across discretionary and non-discretionary accounts. Its core offering includes holistic wealth management, retirement planning, and customized investment strategies. The firm operates with a small team and emphasizes personalized advisory relationships. Revenue is derived from AUM-based fees, hourly fees, and fixed planning charges. The principals are also licensed insurance agents, integrating risk management solutions into client portfolios. The firm does not operate pooled vehicles or institutional investment funds.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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