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- Custodian
- Altruist · Prudential · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-12-2024
- Office Locations
- 1
Office Locations
About Stage Ready Financial Planning
Stage Ready Financial Planning is a fee-only, fiduciary firm in the Dayton, OH area serving retirement savers age 50+ (often $750k+ saved). It provides ongoing financial planning and wealth management focused on retirement income, tax efficiency, and Social Security/Medicare decisions, coordinating with clients’ attorneys and insurance agents without commissions or product sales. Portfolios are primarily ETF-based and supported via Altruist/RightCapital portals.
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Client Personas
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Investment Themes
Investment Vehicles
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Owner & Executives
JOSEPH ANDREW ECK
Chief Compliance Officer, Financial Planner, Owner
- CRD
- #6516555
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,749,033 | -- |
| Non-Discretionary | $0 | -- |
| Total | $28,749,033 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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