CRD: 323281
Stage 2 Planning Partners LLC
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- Custodian
- Assetmark ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-27-2022
- Office Locations
- 1
Office Locations
About Stage 2 Planning Partners LLC
Stage 2 Planning Partners is a South Burlington, Vermont RIA providing fiduciary investment management and strategic wealth planning for individuals and families. The firm emphasizes planning through major life transitions (retirement, divorce and more), pairing comprehensive financial plans with ongoing goal reviews. Portfolios commonly use ETFs and fixed income, and the team operates on platforms such as AssetMark.
Team overview
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Client Personas
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Investment Themes
Investment Vehicles
Platform
Services
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Owner & Executives
CHRISTOPHER ALAN DOUGLASS
Chief Compliance Officer, Managing Partner, Partner
- CRD
- #2505358
- Ownership
- 50% but less than 75%
SANDRA MARIE MAYNARD
Managing Partner, Principal
- CRD
- #2101732
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $93,117,386 | $191,995 |
| Non-Discretionary | $13,381,060 | $152,058 |
| Total | $106,498,446 | $185,861 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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