Louis Leyes
Stages Planning Group · Virginia Beach, Virginia
Louis Leyes is a fee-only financial advisor at Stages Planning Group in Virginia Beach, Virginia. Louis charges an ongoing planning fee, a percentage of assets and a flat fee or retainer (ongoing planning from $7,200 a year and 1.2% a year on the first tier of assets managed) and focuses on retirement planning and sustainable & impact investing.
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Specialties
Facts
| Firm | Stages Planning Group |
|---|---|
| Based in | Virginia Beach, Virginia |
| Fee model | Ongoing planning fee · Percentage of assets · Flat fee or retainer |
| Fees (firm's website) | Ongoing planning from $7,200 a year · 1.2% a year on the first tier of assets managed · No asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $92.9M across 514 accounts |
| SEC registration | Investment adviser representative in PA, TX, VA · CRD 4638671 |
| Exams passed | Series 63 (2003) · Series 65 (2004) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.stagesplanning.com |
| Profile |
How Louis's firm compares
- Ongoing planning starts at $7,200 a year, above the Virginia median of $4,992 for fee-only firms that publish prices.
- Stages Planning Group's average account is about $181,000, from its Form ADV (assets managed divided by 514 accounts).
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Questions about Louis
Is Louis Leyes a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Louis holds no broker registration, and Stages Planning Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Louis charge for financial advice?
Louis charges an ongoing planning fee, a percentage of assets and a flat fee or retainer.
How much does Louis charge?
According to Stages Planning Group's website, checked October 30, 2026: ongoing planning from $7,200 a year; 1.2% a year on the first tier of assets managed; no asset minimum.
Does Louis work with clients virtually?
Yes. Stages Planning Group says on its website that it works with clients remotely.
Where is Louis Leyes based?
Louis Leyes is based in Virginia Beach, Virginia.
What does Louis specialize in?
Louis's specialties include retirement planning and sustainable & impact investing.
Is Louis Leyes registered with the SEC?
Yes. Louis Leyes is registered as an investment adviser representative in PA, TX and VA (CRD 4638671), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Stages Planning Group manage?
Stages Planning Group reports $92.9M across 514 accounts in assets under management.
How do I contact Louis Leyes?
Through Louis's website, www.stagesplanning.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
- Stages Planning Group 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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