Data / Investment advisers / Vermont / Stage 2 Planning Partners LLC
Stage 2 Planning Partners LLC, S Burlington, VT: $106 million AUM, SEC registered investment adviser
Stage 2 Planning Partners LLC is an SEC registered investment adviser with its main office in S Burlington, Vermont and reports $106 million in regulatory assets under management in its Form ADV filed June 1, 2026. Its clients include individuals, high net worth individuals and pension and profit sharing plans. It is paid through a percentage of assets under management and hourly charges.
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- Registration
- SEC registered investment adviser
- CRD number
- 323281
- SEC file number
- 801-135707
- SEC status
- Approved, effective March 26, 2026
- Main office
- 1233 Shelburne Rd E6, S Burlington, VT 05403
- Phone
- (802) 846-1264
- Website
- stage2planning.com
- Regulatory AUM
- $106,498,446 in the Form ADV filed June 1, 2026
- Discretionary AUM
- $93,117,386
- Non discretionary AUM
- $13,381,060
- Accounts
- 573
- Employees
- 2, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 1, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 283 | $70.1 million |
| High net worth individuals | 23 | $34.3 million |
| Pension and profit sharing plans | 2 | $2.1 million |
Other advisers in Vermont
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Poulos Advisors, Inc. | South Burlington | $150.4 million | Not listed | adviserinfo.sec.gov |
| 44 North Capital, LLC | Burlington | $125.1 million | Not listed | adviserinfo.sec.gov |
| Quantum Leap Capital, LLC | South Burlington | $120.5 million | 1 | adviserinfo.sec.gov |
| Milne Financial Planning, Inc. | Saint Johnsbury | $111.3 million | Not listed | adviserinfo.sec.gov |
| Equinox Financial Advisors, Inc. | Manchester Center | $110.9 million | Not listed | adviserinfo.sec.gov |
| Gaingels Ventures LLC | Burlington | Not listed | 734 | adviserinfo.sec.gov |
| Gaingels Management LLC | Burlington | Not listed | 201 | adviserinfo.sec.gov |
| Tres Palmas Ventures | Burlington | Not listed | 5 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Vermont
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Stage 2 Planning Partners LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.