Fee-only adviser · Burlington, VT
Stage 2 Planning Partners LLC
Stage 2 Planning Partners LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Burlington, Vermont. On its latest Form ADV, filed November 4, 2026, it reports $106M in regulatory assets under management, 306 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 323281 · SEC file 801-135707 |
| Office | 1233 Shelburne RD E6 Burlington, VT 05403 |
| Phone | (802) 846-1264 |
| Website | www.stage2planning.com |
| Regulatory assets under management | $106M ($93M discretionary) |
| Individual clients | 283 non-high-net-worth, 23 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets, Hourly |
| Services | Financial planning, Portfolio management, Pension consulting, Educational seminars |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | November 4, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Burlington
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- Oak Maple Finance, LLC $93M
See all 10 fee-only advisers in Burlington →
Nearby
- South Burlington 8 firms
- Shelburne 2 firms
- Williston 2 firms
- Essex JCT 1 firm
- Essex Junction 1 firm
- Stowe 1 firm
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