Center Stage Planning LLC
RIAState Registered
Total AUM
$9.2M
Discretionary
$9.2M
100% of AUM
Avg account
$72.1K
Accounts
127
Employees
2
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 330460
- Website
- www.centerstageplanning.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals84.06%
- HNWI15.94%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Center Stage Planning LLC is a small, independent RIA organized as an LLC and owned by an individual advisor. The firm focuses on advising individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. Its fee model combines a percentage-of-AUM component with the ability to charge fixed fees for certain services. The firm does not position itself as a capital allocator and is not an active ESG investor.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds69%
- Exchange Traded Equities17%
- Cash & Cash Equivalents14%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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