Sandra Maynard
Stage 2 Planning Partners · S Burlington, Vermont
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.
Request an introduction to Sandra →
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, NH, NY, TX, VT · CRD 2101732 |
| Exams passed | Series 63 (1990) · Series 65 (1998) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.stage2planning.com |
Request an introduction to Sandra
Tell Sandra a little about what you're looking for. Sandra isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Sandra
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.
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.
See something wrong? Request a correction. Read our methodology.