# STAGE 2 PLANNING PARTNERS LLC

STAGE 2 PLANNING PARTNERS LLC of S BURLINGTON, VT is an SEC-registered investment adviser.

## Registration

- CRD: 323281
- Type: SEC-registered investment adviser
- SEC file number: 801-135707
- Location: 1233 SHELBURNE RD E6, S BURLINGTON, VT, 05403
- Phone: 802-846-1264
- Latest filing: 2026-06-01
- Regulatory AUM: $106.5M
- Discretionary AUM: $93.1M
- Non-discretionary AUM: $13.4M
- Clients: 2
- Accounts: 573

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Sandra Marie Maynard | MANAGING PARTNER | — |
| Christopher Alan Douglass | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/323281/brochure
- Similar advisers: https://search.stillhousedata.com/firm/323281/similar
- Related entities: https://search.stillhousedata.com/firm/323281/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/323281

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.