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STAGE 2 PLANNING PARTNERS LLC
CRD 323281File 801-135707
APPROVED
Retail clients
Custody
Filing as of Jun 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$106.5M
Bottom 25% of cohort (national)
Discretionary AUM
$93.1M
Non-discretionary $13.4M
Clients
308
573 accounts
Employees
2
Bottom 25% of cohort in VT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Mar 26, 2026
- Principal office
- 1233 SHELBURNE RD E6, S BURLINGTON, VT, 05403
- Phone
- 802-846-1264
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $106.5M
- Discretionary AUM
- $93.1M
- Non-discretionary AUM
- $13.4M
- Discretionary accounts
- 485
- Non-discretionary accounts
- 88
- Total accounts
- 573
- AUM per client
- $346K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 23 | $34.3M |
| Pension and profit sharing plans | Fewer than 5 | $2.1M |
| Individuals (other than high net worth individuals) | 283 | $70.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.