STAGES PLANNING GROUP, LLC

Overview

Stages Planning Group, LLC is an independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm structures client relationships across fee models that include asset-based fees, hourly billing and fixed fees, which supports both ongoing wealth management and discrete planning engagements. Investment activity shows a clear tilt toward pooled public investment vehicles—particularly mutual funds—while discretionary management makes up the bulk of the firm’s advisory business. The adviser does not present itself as an active ESG investor and is not positioned as a multi-state or pension consultant adviser. Manager allocation interest centers on third-party mutual funds and external alternative managers. The firm uses external managers for hedge fund and real estate exposure rather than running proprietary private strategies, indicating reliance on outside specialists for alternatives while keeping core portfolios in publicly traded funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices