Stages Planning Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Stages Planning Group provides financial planning, consulting and investment portfolio design and management to individuals, families, businesses, retirement plans and nonprofit entities. The firm operates on a fee-only basis and offers both project-based and ongoing planning services alongside discretionary asset management held at independent custodians.
Its investment approach combines Fundamental Analysis with Modern Portfolio Theory to develop asset allocations tailored to each client’s goals and risk tolerance, and the advisor reviews external portfolios to ensure consistency with the overall plan. Portfolios are typically managed on a discretionary basis with periodic rebalancing; the firm does not engage in options, margin trading, or performance-based fee arrangements.
A notable characteristic of the practice is the unusually large number of client relationships it serves—over 300—which is uncommon among similar independent firms and suggests a focus on scalable planning and oversight workflows. The firm also discloses a prior client-acquisition arrangement, does not accept commissions or insurance sales by supervised persons, and executes trades on a per-account basis rather than routinely batching block trades.
Client services
Expertise
Fee options
Fixed financial planning fees ranging from $4,000 to $12,000
$0 - $999,999: 1.2% (Non-Planning Client), 1.0% (Planning Client) $1,000,000 - $1,999,999: 1.0% (Non-Planning Client), 0.8% (Planning Client) $2,000,000+: 0.75% (Non-Planning Client), 0.6% (Planning Client)
$450 per hour for financial planning/consulting
Ongoing plan monitoring $250 to $500 per month or $3,000 to $6,000 per year, billed in arrears
Fee-only: Financial planning fees: Fixed fee $4,000 to $12,000; Hourly fee $450 per hour; Ongoing plan monitoring $250 to $500 per month or $3,000 to $6,000 per year
Main office
249 Central Park Avenue, #300 23
Virginia Beach VA 23452
Advisors at this office
1
Most active in
Pennsylvania · Texas · Virginia
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.
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