Stage 2 Planning Partners LLC

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Client assets under management

$104,387,046

Clients

306

8% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

153

Very High

Average account size

$341,134

About

Stage 2 Planning Partners LLC serves individuals (including high-net-worth clients), pension and profit-sharing plans, and business owners. The firm offers discretionary portfolio management, pension/401(k) consulting, financial planning, and periodic educational seminars and workshops for clients and their families.

The firm documents client objectives in an Investment Policy Statement, tailors portfolios using model allocations, and generally applies long-term, fundamental analysis when constructing and monitoring accounts. S2P typically seeks discretionary authority to implement trades and conducts at least quarterly reviews to align portfolios with clients’ time horizons and documented risk tolerances.

Distinctive features include the firm’s provision of free educational seminars/workshops and principals who are licensed insurance agents and may offer annuities and other insurance products, a potential source of commission-based conflicts the brochure discloses. S2P also utilizes third-party platforms (including a wrap platform) and requires use of specified custodians, and it recently transitioned from state to SEC registration, which may set it apart from many peers of similar size.

Client services

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Expertise

Annuities

Fee options

Fixed

Financial planning flat fee up to $5,000

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001+: 0.50%

Project-based

Hourly fee for financial planning services between $100 and $425 per hour

Main office location

Stage 2 Planning Partners LLC

1233 Shelburne Rd E6

S Burlington VT 05403, United States

Number of offices

Most active in

New Hampshire · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 802-846-1264

Advisors at this firm

Christopher D

ChFC®, Series 63, Series 65

S Burlington, VT

Stage 2 Planning Partners LLC

Christopher Douglass is a financial advisor with Stage 2 Planning Partners LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 31 years of industry experience, including prior roles at Kestra Financial and NFP Advisory Services. Outside of advising, he serves as an executor for a family estate and as an officer for a homeowners association. Stage 2 Planning Partners LLC serves individuals, pension and profit-sharing plans, and business owners with portfolio management, financial planning, and pension consulting. The firm uses a documented Investment Policy Statement and a long-term trading approach, providing tailored advice and quarterly reviews.

Annuities

Sandra M

ChFC®, Series 63, Series 65

S Burlington, VT

Stage 2 Planning Partners LLC

Sandra Maynard is a ChFC® with 35 years of industry experience, currently serving as an advisor at Stage 2 Planning Partners LLC. She has worked in various capacities at Stage 2 Planning Partners and its predecessor firms since 2016, and previously held roles at NFP Advisory Services, LLC and Kestra Financial. Outside of her advisory work, Maynard is involved in her community as a member of the finance council for Christ the King Church and volunteers as a scorekeeper for local high school basketball. Stage 2 Planning Partners LLC serves individual clients, pension and profit-sharing plans, and business owners with portfolio management, financial planning, and pension consulting. The firm uses a documented Investment Policy Statement and a long-term trading approach, providing tailored advice with quarterly reviews, and offers no-charge educational seminars and workshops to clients and their families.

Annuities

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