Advisor at Stages Planning Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Stages Planning Group, LLC
Location
Virginia Beach, VA 23452
Credentials
Series 63, Series 65
Industry experience
23 years
Louis Leyes is the sole advisor at Stages Planning Group, LLC in Virginia Beach, VA, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cambridge Investment Research and its affiliated entities between 2011 and 2022. Stages Planning Group provides financial planning, consulting, and investment portfolio management to individuals, families, businesses, retirement plans, and nonprofit entities. The firm employs a fee-only model and combines Fundamental Analysis with Modern Portfolio Theory to tailor asset allocations aligned with clients’ goals and risk tolerance.
Based on Stages Planning Group, LLC
Fixed financial planning fees ranging from $4,000 to $12,000
$0 - $999,999: 1.2% (Non-Planning Client), 1.0% (Planning Client) $1,000,000 - $1,999,999: 1.0% (Non-Planning Client), 0.8% (Planning Client) $2,000,000+: 0.75% (Non-Planning Client), 0.6% (Planning Client)
$450 per hour for financial planning/consulting
Ongoing plan monitoring $250 to $500 per month or $3,000 to $6,000 per year, billed in arrears
Fee-only: Financial planning fees: Fixed fee $4,000 to $12,000; Hourly fee $450 per hour; Ongoing plan monitoring $250 to $500 per month or $3,000 to $6,000 per year
249 Central Park Avenue, #300 23
Virginia Beach, VA 23452
Pennsylvania · Texas · Virginia
Cambridge Investment Research, Inc.
2021 - 2022 (1 year)
Cambridge Investment Research Advisors
2021 - 2022 (1 year)
Stages Planning Group, LLC
2014 - Present (12 years)
Cambridge Investment Research Advisors, INC
2011 - 2019 (8 years)
Cambridge Investment Research, inc
2011 - 2019 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
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B. Water Investments
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