Center Stage Planning LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 20, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$2,000

“Ongoing Financial Planning CSP collects an upfront fee of $500 - $2,000.”

Monthly fee

$40/mo

“A minimum monthly fee of $40 per household is applied to cover the costs associated with providing ongoing advisory services.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Center Stage Planning LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
• “Clients may also pay by electronic funds transfer (EFT) or check.”

How Center Stage Planning LLC’s fees compare

• Its flat or project fee of $500-$2,000 is below the Pennsylvania median of $3,650. 17% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.

About Center Stage Planning LLC

• Principal: Patrick Graver
• Firm size: 2 employees.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

47

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$9,160,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

330460

Website

centerstageplanning.com (opens in new tab)

Phone

(717) 715-6741

Can advise clients in 3 states: New Jersey, New York, Pennsylvania

Other planners in Pennsylvania that publish fees

• 100 Plus PlanningCenter Valley$1,000⁠-⁠$6,000
• 10TH Street CapitalPhiladelphia$300/hr, $3,000⁠-⁠$20,000
• 2ND Story Wealth PlannersPlymouth Meeting$400/hr, $3,000⁠-⁠$6,000
• 80 West Asset Management, LLCPittsburgh$250/hr, $2,000/yr
• A Better Way Financial, LLCAllentown$500⁠-⁠$2,399/yr
• A. Neff Associates LLCPittsburgh$150/hr

Compare all 621 planners in Pennsylvania