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STAGE 2 PLANNING PARTNERS LLC
CRD 323281 · SEC 801-135707
1233 SHELBURNE RD E6, S BURLINGTON, VT, 05403, United States
Phone
802-846-1264
Fax
802-846-1269
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$106.5M
Discretionary AUM
$93.1M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-06-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 283 | $70.1M |
| High net worth individuals | 23 | $34.3M |
| Pension/profit sharing plans | 2 | $2.1M |
States served
VT, NY, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD