Stage 2 Planning Partners LLC
● SEC registered since 2026CRD 323281SEC# 801-135707S Burlington, VT
Reg. AUM
$106.5M
Employees
2
Accounts
573
Location
S Burlington, VT
Stage 2 Planning Partners LLC assets under management
Stage 2 Planning Partners LLC is an investment advisory firm registered with the SEC based in S Burlington, VT. The firm has been registered since 2026. It reports $106.5 million in regulatory assets under management and employs 2 people.
Stage 2 Planning Partners LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Alan Douglass Control | Managing Partner And Chief Compliance Officer | 50-75% | 2025 |
| Sandra Marie Maynard Control | Managing Partner | 50-75% | 2025 |
Frequently asked questions
How much does Stage 2 Planning Partners LLC manage?
Stage 2 Planning Partners LLC reports $106.5 million in regulatory assets under management on its Form ADV.
How many employees does Stage 2 Planning Partners LLC have?
Stage 2 Planning Partners LLC reports 2 employees.
Where is Stage 2 Planning Partners LLC located?
Stage 2 Planning Partners LLC is based in S Burlington, VT and has been SEC-registered since 2026.
Does Stage 2 Planning Partners LLC disclose fund performance?
Stage 2 Planning Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1233 Shelburne Rd E6, S Burlington, VT 05403 |
| Phone | 802-846-1264 |
| Fax | 802-846-1269 |
| Office hours | By Appointment Only |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$106.5MNo change
Feb '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 92%
Larger than 8% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$106.5Mregulatory AUM
Discretionary $93.1MNon-discretionary $13.4M