Firm
Center Stage Planning
Greeley, Pennsylvania
Fee-only
Center Stage Planning at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 2 employees and 47 individual clients, 1 of them high net worth.
- Its average account is about $72,000 (assets it manages divided by its 127 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Greeley, Pennsylvania |
|---|---|
| Website | centerstageplanning.com |
| Phone | (717) 715-6741 |
Center Stage Planning fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $500 |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · One-time plans or projects |
In the firm's words
"$500 to $2,000" source
"1% Annual Fee on All Managed Investments" source
"Center Stage Planning charges a straightforward 1% annual fee on managed assets." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $9 million |
| Individual clients | 46 |
| High-net-worth clients | 1 |
| Accounts managed | 127 |
| Employees | 2 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | July 20, 2026 |
| SEC record | CRD 330460 |