Stage 2 Planning Partners LLC
SEC RegisteredWe Make Adjusting to Life Transitions Simple
About the firm
Stage 2 Planning Partners helps you overcome emotional challenges while making the best financial decisions for your future. The firm manages assets for individuals and families, providing investment management and financial planning services. As a fiduciary, they have a legal and ethical obligation to act in the best interests of their clients.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, strategic wealth planning, financial planning, goal review, and wealth management, including retirement planning, college funding, estate planning, and investments.
Who they serve
Individuals and families, particularly those navigating life transitions such as retirement, divorce, and other significant life changes.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 283 | $70M |
| High Net Worth Individuals | 23 | $34M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 2 | $2.1M |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Portfolio Management - Up to $1,000,000 | 1.00% |
| Portfolio Management - $1,000,001 to $2,000,000 | 0.75% |
| Portfolio Management - $2,000,001 and up | 0.50% |
| Pension Consulting - Up to $2,000,000 | 1.00% |
| Pension Consulting - $2,000,001 to $3,000,000 | 0.75% |
| Pension Consulting - $3,000,001 to $4,000,000 | 0.70% |
| Pension Consulting - $4,000,001 to $5,000,000 | 0.60% |
| Pension Consulting - $5,000,001 and up | 0.50% |
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Stage 2 Planning Partners LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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