STAGES PLANNING GROUP, LLC

STAGES PLANNING GROUP, LLC of VIRGINIA BEACH, VA is an SEC-registered investment adviser (CRD 172232). Regulatory assets under management: $92.9M.

Registration

• CRD: 172232
• Type: Registered investment adviser
• Location: 249 CENTRAL PARK AVENUE, VIRGINIA BEACH, VA, 23452
• Phone: 717-430-8914
• Latest filing: 2026-02-12
• Regulatory AUM: $92.9M
• Discretionary AUM: $87.2M
• Non-discretionary AUM: $5.7M
• Clients: 1
• Accounts: 514

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 172232 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search