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STAGE 2 PLANNING PARTNERS LLC

S BURLINGTON, VT · CRD 323281 · IAPD ↗ · stage2planning.com · 802-846-1264

$106.5MRegulatory AUM
2Advisory reps
2Employees
0Clients
1-10Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
April 2026 — STAGE 2 PLANNING PARTNERS LLC (S BURLINGTON, VT) is newly SEC-registered with $106.5M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.