Center Stage Planning LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$9,160,000
Clients
47
2% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
47
HighAverage account size
$194,894
About
Center Stage Planning LLC provides fee-only investment advisory services and comprehensive financial planning to individuals and high-net-worth clients. The firm offers discretionary portfolio management across stocks, bonds, mutual funds, ETFs, and cash equivalents, and delivers both project-based and ongoing financial planning engagements.
Investment recommendations are guided by asset-allocation principles, a mix of passive and active strategies, and both fundamental and technical analysis within a modern portfolio theory framework; clients’ goals, risk tolerance, and tax considerations are used to set investment policy and allocation targets that are reviewed on a regular basis. The firm may act with limited discretionary authority to implement portfolios and coordinates with outside professionals (attorneys, accountants, tax advisors) when appropriate.
A distinctive feature is that the firm conducts educational seminars and speaking engagements for organizations and the public, offered virtually or in person with topic content determined jointly with the host—an offering that is uncommon among independent peers. The firm is led by a CFP® professional whose prior experience in the performing arts is noted in the brochure and informs the firm’s public-facing seminar work and client outreach.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
Project-Based Financial Planning fees range from $100 to $1,000; Educational Seminars fees range from $250 to $1,000
Minimum fee: Minimum monthly fee of $40 per household for investment management services Fee-only: The firm is fee-only, compensated solely by clients for advisory services
Main office location
Center Stage Planning LLC
Greeley PA, United States
Number of offices
1
Most active in
Center Stage Planning LLC has reported serving >5 clients in these states in the last 12 months.
New York · Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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