Stage 2 Planning Partners Llc
- Regulatory AUM
- $106M
- Discretionary
- $93.1M
- Clients
- 308
- Avg AUM / client
- $346K
- Accounts
- 573
- Employees
- 2
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 283 | $70.1M | 65.8% |
| High net worth individuals | 23 | $34.3M | 32.2% |
| Pension and profit sharing plans | 2 | $2.1M | 1.98% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Sandra Marie Maynard | Registered representative | Chartered Financial Consultant | Sep 2022 (4y) | |
| Christopher Alan Douglass | Registered representative | Chartered Financial Consultant | Jan 2023 (4y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/01/2026 | 911 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Educational seminars/workshops
Custody
Reported custodians
- Assetmark Brokerage, Llc $88.6M (83% of AUM) Jun 2026
- Charles Schwab & Co. $6.2M (6% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 01, 2026.
View current Form ADV (SEC/IAPD) ↗