Center Stage Planning LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Center Stage Planning LLC serves individual and high‑net‑worth clients with investment management and comprehensive financial planning on both ongoing and project bases. The fee‑only, single‑advisor firm manages about $9.16 million for roughly 47 client relationships and addresses topics such as retirement planning, college savings, business planning, tax strategies, estate planning, and risk management.
The firm develops individualized investment policies and asset‑allocation targets and implements discretionary portfolios that primarily use stocks, bonds, mutual funds, ETFs, and cash equivalents. Its approach draws on fundamental and technical analysis alongside modern portfolio theory, with account reviews conducted on a quarterly basis and custody and reporting facilitated through a recommended institutional custodian platform.
Noteworthy in the brochure is the firm’s provision of educational seminars and speaking engagements for organizations and the public, offered in virtual or in‑person formats and presented as general, non‑individualized financial education. The principal is a CFP® professional and the brochure highlights a nontraditional background in the performing arts, as well as the firm’s recent establishment and small scale, factors that inform its focus on client education and outreach.
Client services
Expertise
Fee options
Project-Based Financial Planning fees range from $100 to $1,000; Educational Seminars fees range from $500 to $2,000
1% annually with a minimum monthly fee of $40 per household, fees negotiable
Minimum fee: Minimum monthly fee of $40 per household applied to Investment Management Services Fee-only: Firm is fee-only; compensation solely from client fees, no commissions
Main office
Greeley PA
Advisors at this office
1
Most active in
New Jersey · New York · Pennsylvania · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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
Quick links
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