STAGE 2 PLANNING PARTNERS LLC

Overview

Stage 2 Planning Partners LLC is an independent, owner-operated registered investment adviser that serves both individual and family clients as well as institutional relationships. The firm lists financial planning, portfolio management for individuals and small businesses, pension consulting services, and educational seminars or workshops among its advisory activities. Its fee model combines a percentage-of-AUM approach with hourly charges, and it is not identified as an active ESG investor or a multi-state adviser. The firm does not appear to act as a capital allocator. The firm’s SEC registration is noted as 2026. The organizational form is a limited liability company and the owner type is individual, which suggests a relatively compact management structure focused on direct client service rather than a large, multi-tier corporate platform.

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Public Holdings

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Location & Offices