Stage 2 Planning Partners LLC: new SEC registration, $106M AUM, S Burlington, VT
Stage 2 Planning Partners LLC (S Burlington, Vermont): new SEC registration, $106M AUM, S Burlington, VT. Its amount of 106 is below the median of 134 (17th percentile). Dated 224 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 106 · 17th percentile of 1,149 NewRiaPulse records · 0.8x the median
Free preview: all 11 published fields of this record are shown below. Locked: 2 related VT NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Stage 2 Planning Partners LLC |
| Legal name | Stage 2 Planning Partners LLC |
| CRD | 323281 |
| Status | Approved |
| Registered with the SEC | 2026-03-26 |
| Latest Form ADV filing | 2026-06-01 |
| Location | S Burlington, VT, United States |
| Regulatory AUM | $106,498,446 |
| Accounts | 573 |
| Employees | 2 |
| Website | https://www.stage2planning.com |
| amount percentile | 17th of 1,149 (median 134, 0.8x median) |
| Peer records CSV (3 VT records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-03-26
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (VT first): Equinox Financial Advisors, INC. · Milne Financial Planning, INC. · Vanguard Capital Management, LLC · Vanguard Portfolio Management, LLC · Caxton Associates LLP · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Stage 2 Planning Partners LLC and 3 Vermont peers
- Vermont NewRiaPulse records like this one: 3
- Stage 2 Planning Partners LLC's amount: 17th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Vermont peer: $600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $106M under management.
- Website on file.
What is the NewRiaPulse record for Stage 2 Planning Partners LLC in S Burlington, Vermont?
Stage 2 Planning Partners LLC received SEC registration as an investment adviser (2026-03-26) with $106,498,446 in regulatory assets under management, based in S Burlington, VT.
How does Stage 2 Planning Partners LLC compare to other Vermont NewRiaPulse records?
Its amount of 106 is below the median (17th percentile); smaller records often move faster and face less competition. It is 224 days old; check the official source for later updates before acting.
Stage 2 Planning Partners LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Stage 2 Planning Partners LLC | S Burlington, VT | 106 | 17th | 2026-03-26 |
| Legacy Partners Financial Group, LLC | Woodstock, GA | 108 | 20th | 2026-09-29 |
| Crafted Finance, LLC | 103 | 14th | 2026-09-17 | |
| Wealth Strategies Group | Newport Beach, CA | 103 | 14th | 2026-09-15 |
Related records
- Legacy Partners Financial Group, LLC
- Johnston Investment Counsel, LTD.
- Diversified Wealth Advisors, LLC
- Knecht Capital Management, LLC
- Crosspoint Capital Management
- Crafted Finance, LLC
- Leonard Advisory Group LLC
- Wealthlynk, INC.
- Cs Tomasi Wealth Management
- Wealth Strategies Group
- Endeavor Advisors LLC
- Herndon Plant Oakley LTD
NewRiaPulse: $100M-$500M NewRiaPulse: records in Vermont NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.