# Stage 2 Planning Partners LLC: new SEC registration, $106M AUM, S Burlington, VT

**Score:** 45/100

| 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 |

## Why this score
- $106M under management.
- Website on file.

Source: SEC monthly roster of registered investment advisers (Form ADV data) (https://adviserinfo.sec.gov/firm/summary/323281). Last refreshed: 2026-11-04T21:45:24.609Z.
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.