# Sandra Maynard

> Sandra Maynard is a fee-only financial advisor at Stage 2 Planning Partners in S Burlington, Vermont, who holds the ChFC credential. Sandra 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.

Page: https://find.wellspent.co/advisors/sandra-maynard/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Stage 2 Planning Partners
- **Based in:** S Burlington, Vermont
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $106.5M across 573 accounts
- **Credentials:** ChFC
- **Specialties:** Retirement planning, Divorce financial planning, Sustainable & impact investing
- **Works with:** Mid-life transitions
- **CRD:** 2101732 (https://adviserinfo.sec.gov/individual/summary/2101732)
- **SEC registration:** Investment adviser representative in FL, NH, NY, TX, VT
- **Exams passed:** Series 63 (1990), Series 65 (1998)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.stage2planning.com

## Frequently asked questions

### Is Sandra Maynard a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Sandra 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 Sandra charge for financial advice?

Sandra's firm, Stage 2 Planning Partners, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Sandra Maynard based?

Sandra Maynard is based in S Burlington, Vermont.

### What does Sandra specialize in?

Sandra's specialties include retirement planning, divorce financial planning and sustainable & impact investing. Sandra works with mid-life transitions.

### What credentials does Sandra Maynard hold?

Sandra Maynard holds the ChFC credential.

### Is Sandra Maynard registered with the SEC?

Yes. Sandra Maynard is registered as an investment adviser representative in FL, NH, NY, TX and VT (CRD 2101732), 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 Sandra Maynard?

Through Sandra's website, www.stage2planning.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2101732): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.stage2planning.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.