| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Alan Douglass Control | Managing Partner And Chief Compliance Officer | 50-75% | 2025 |
| Sandra Marie Maynard Control | Managing Partner | 50-75% | 2025 |
Stage 2 Planning Partners LLC reports $106.5 million in regulatory assets under management on its Form ADV.
Stage 2 Planning Partners LLC reports 2 employees.
Stage 2 Planning Partners LLC is based in S Burlington, VT and has been SEC-registered since 2026.
Stage 2 Planning Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1233 Shelburne Rd E6, S Burlington, VT 05403 |
| Phone | 802-846-1264 |
| Fax | 802-846-1269 |
| Office hours | By Appointment Only |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
| Discretionary | $93.1M |
| Non-discretionary | $13.4M |
| Total (RAUM) | $106.5M |