Christopher Douglass
Stage 2 Planning Partners · S Burlington, Vermont
Christopher Douglass is a fee-only financial advisor at Stage 2 Planning Partners in S Burlington, Vermont, who holds the ChFC credential. Christopher focuses on retirement planning, divorce financial planning and sustainable & impact investing. Stage 2 Planning Partners reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Mid-life transitions
Facts
| Firm | Stage 2 Planning Partners |
|---|---|
| Based in | S Burlington, Vermont |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $106.5M across 573 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in FL, NY, VT · CRD 2505358 |
| Exams passed | Series 63 (1994) · Series 65 (1997) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.stage2planning.com |
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Questions about Christopher
Is Christopher Douglass a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Christopher holds no broker registration, and Stage 2 Planning Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Christopher charge for financial advice?
Christopher's firm, Stage 2 Planning Partners, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Christopher Douglass based?
Christopher Douglass is based in S Burlington, Vermont.
What does Christopher specialize in?
Christopher's specialties include retirement planning, divorce financial planning and sustainable & impact investing. Christopher works with mid-life transitions.
What credentials does Christopher Douglass hold?
Christopher Douglass holds the ChFC credential.
Is Christopher Douglass registered with the SEC?
Yes. Christopher Douglass is registered as an investment adviser representative in FL, NY and VT (CRD 2505358), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Stage 2 Planning Partners manage?
Stage 2 Planning Partners reports $106.5M across 573 accounts in assets under management.
How do I contact Christopher Douglass?
Through Christopher's website, www.stage2planning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Stage 2 Planning Partners website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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