Stage 2 Planning Partners LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 1, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$425/hr

“The negotiated hourly fee for these services is between $100 and $425.”

Flat or project fee

$250⁠-⁠$5,000

“Flat fees range from $250 to $5000 depending on plan complexity.”

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

How Stage 2 Planning Partners LLC bills

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

• “These fees are generally negotiable and the final fee schedule is attached as Exhibit II of the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty for a full refund of S2P's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty for a full refund of S2P's fees within five business days of signing the pension consulting agreement.”

How Stage 2 Planning Partners LLC’s fees compare

• Its hourly rate of $100-$425 spans the Vermont median of $300. 36% of the 14 other Vermont planners that publish an hourly rate charge less.
• Its flat or project fee of $250-$5,000 spans the Vermont median of $4,375. 20% of the 10 other Vermont planners that publish a flat or project fee charge less.

About Stage 2 Planning Partners LLC

• Firm size: 2 employees.
• Registered as an adviser: 2026.

Planning areas mentioned in the brochure

• Business owners

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

306

Employees

2

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

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

Assets managed

$106,498,446

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

323281

Website

stage2planning.com (opens in new tab)

Phone

(802) 846-1264

Can advise clients in 5 states: Florida, New Hampshire, New York, Texas, Vermont

Other planners in Vermont that publish fees

• Antoine Williams & Associates Wealth Management, LLCShelburne$500/hr, $5,000
• Blue Slate Investment ManagementBurlington$250/hr
• Copper Leaf Financial, LLCWilliston$250/hr
• Elephant Corner FinancialBurlington$350/hr, $150⁠-⁠$1,000/mo
• Greenhill Financial PartnersRutland$1,500
• Hanson & Doremus Investment ManagementBurlington$300/hr

Compare all 36 planners in Vermont