Stage 2 Planning Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$104,387,046
Clients
306
Advisors
2
of 2 employees
About
Stage 2 Planning Partners serves individual clients — including high-net-worth individuals — as well as pension and profit-sharing plans, businesses and business owners, offering ongoing portfolio management, financial planning and pension consulting. The firm also provides periodic educational seminars and workshops to clients and their friends or family members, which the brochure indicates are offered free of charge.
S2P documents client objectives in an Investment Policy Statement and typically manages accounts on a discretionary basis, employing long-term trading, model portfolios and a limited investment universe that includes mutual funds, fixed income, equities, ETFs and insurance products such as annuities. The firm makes use of third‑party platforms, including an AssetMark wrap platform and Charles Schwab Advisor Services for custody, and discloses its fiduciary obligations when advising retirement accounts.
Distinctive aspects noted in the brochure include that both principals are licensed insurance agents who may, from time to time, offer commissionable insurance products to clients — a relationship the firm discloses as a potential conflict of interest. The firm is a small, two-advisor SEC-registered adviser that recently transitioned from state registration and combines discretionary wealth management, pension-plan consulting and public educational programming in its service mix.
Client services
Expertise
Occupation focus
Fee options
$250 to $5,000 depending on plan complexity
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001+: 0.50%
$100 to $425 per hour
Main office
1233 Shelburne Rd E6
S Burlington VT 05403
Advisors at this office
2
Most active in
Florida · New Hampshire · New York · Texas · Vermont
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.
Advisors at this firm
Christopher D
ChFC®, Series 63, Series 65
S Burlington, VT
Stage 2 Planning Partners LLC
Christopher Douglass is a ChFC® credentialed financial advisor with 32 years of industry experience, currently a principal at Stage 2 Planning Partners LLC. He has been with the firm and its predecessor entity since 2016. Outside of his advisory work, he serves as an executor for a family estate and is an officer of a local homeowners association. Stage 2 Planning Partners serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, businesses, and business owners. The firm provides ongoing portfolio management, financial planning, and pension consulting, typically managing accounts on a discretionary basis with a focus on long-term trading and a limited investment universe.
Sandra M
ChFC®, Series 63, Series 65
S Burlington, VT
Stage 2 Planning Partners LLC
Sandra Maynard is a financial advisor at Stage 2 Planning Partners LLC with 35 years of industry experience. She holds the ChFC® designation as well as Series 63 and Series 65 licenses. Maynard has been with Stage 2 Planning Partners and its predecessor entities since 2016. Outside of her advisory role, she serves on the finance council of her church, keeps scorebooks for high school basketball teams, and participates as a demonstrator for a crafting company. Stage 2 Planning Partners serves individual clients, business owners, and pension plans by providing ongoing portfolio management, financial planning, and pension consulting. The firm typically manages accounts on a discretionary basis using model portfolios and a limited investment universe, and it also offers educational seminars to clients and their families.
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