Patrick Graver
Center Stage Planning · Greeley, Pennsylvania
Patrick Graver is a fee-only financial advisor at Center Stage Planning in Greeley, Pennsylvania, who holds the CFP credential. Patrick charges a percentage of assets and a one-time planning fee (one-time plans from $500 and 1% a year on the first tier of assets managed) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Facts
| Firm | Center Stage Planning |
|---|---|
| Based in | Greeley, Pennsylvania |
| Fee model | Percentage of assets · One-time planning fee |
| Fees (firm's website) | One-time plans from $500 · 1% a year on the first tier of assets managed |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $9.2M across 127 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NJ, NY, PA, TX · CRD 7695446 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | centerstageplanning.com |
| Profile |
How Patrick's firm compares
- A one-time plan starts at $500, below the Pennsylvania median of $1,695 for fee-only firms that publish prices.
- Center Stage Planning's average account is about $72,000, from its Form ADV (assets managed divided by 127 accounts).
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Questions about Patrick
Is Patrick Graver a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Patrick holds no broker registration, and Center Stage Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Patrick charge for financial advice?
Patrick charges a percentage of assets and a one-time planning fee.
How much does Patrick charge?
According to Center Stage Planning's website, checked October 30, 2026: one-time plans from $500; 1% a year on the first tier of assets managed.
Does Patrick work with clients virtually?
Yes. Center Stage Planning says on its website that it works with clients remotely.
Where is Patrick Graver based?
Patrick Graver is based in Greeley, Pennsylvania.
What does Patrick specialize in?
Patrick's specialties include retirement planning, tax planning and estate & legacy planning.
What credentials does Patrick Graver hold?
Patrick Graver holds the CFP credential.
Is Patrick Graver registered with the SEC?
Yes. Patrick Graver is registered as an investment adviser representative in NJ, NY, PA and TX (CRD 7695446), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Center Stage Planning manage?
Center Stage Planning reports $9.2M across 127 accounts in assets under management.
How do I contact Patrick Graver?
Through Patrick's website, centerstageplanning.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
- Center Stage Planning 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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