Stage 2 Planning Partners LLC

Stage 2 Planning Partners LLC (CRD# 323281) is a financial advisory firm headquartered in South Burlington, VT. They manage $81,324,314 in 242 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
1233 Shelburne Rd E6, South Burlington, VT 05403
https://www.stage2planning.com
By the Numbers
  • Total Assets Under Management
    81
    MILLION
  • Total Number of Accounts
    242
    ACCOUNTS
  • Average Account Value
    $336,051
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NY, TX, VT

Financial Advisors at Stage 2 Planning Partners LLC
Showing 1 - 3 of 3 top financial advisors.
1
Christopher Douglass, financial advisor South Burlington VT
Christopher A. Douglass
CRD#: 2505358
1233 Shelburne Rd E6, South Burlington, VT 05403

Christopher Douglass (CRD# 2505358) is an Investment Advisor Representative working at Stage 2 Planning Partners LLC in South Burlington, VT and has over 29 years of experience in the finance industry.

2
Sandra Maynard, financial advisor South Burlington VT
Sandra M. Maynard
CRD#: 2101732
1233 Shelburne Rd E6, South Burlington, VT 05403

Sandra Maynard (CRD# 2101732) is an Investment Advisor Representative working at Stage 2 Planning Partners LLC in South Burlington, VT and has over 33 years of experience in the finance industry.

3
Josh Patrick, financial advisor South Burlington VT
Josh M. Patrick
CRD#: 2701070
1233 Shelburne Rd E6, South Burlington, VT 05403

Josh Patrick (CRD# 2701070) is an Investment Advisor Representative working at Stage 2 Planning Partners LLC in South Burlington, VT and has over 28 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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