Firm
Stages Planning Group
Virginia Beach, Virginia
Fee-only
Stages Planning Group at a glance
- One of 305 fee-only firms based in Virginia in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 322 individual clients, 32 of them high net worth.
- Its average account is about $181,000 (assets it manages divided by its 514 accounts).
- Its ongoing planning fee starts at $7,200 a year, above the Virginia median of $4,992.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Virginia · What fee-only advisors charge in Virginia
Facts
| Based in | Virginia Beach, Virginia |
|---|---|
| Website | stagesplanning.com |
| [email protected] | |
| Phone | (717) 430-8914 |
Stages Planning Group 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.
| Ongoing planning | From $7,200 a year |
|---|---|
| Asset-based fee | 1.2% a year on the first tier of assets |
| Account minimum | None |
| How it charges | Ongoing planning fee · Percentage of assets · Flat fee |
In the firm's words
"a typical fee is $600 per month, or $7,200 annually, for a 12-month planning relationship." source
"our fees are 1.2% of managed assets per year or lower." source
"No, we do not have a minimum investment amount." source
"a typical fee is $600 per month, or $7,200 annually, for a 12-month planning relationship." 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $93 million |
| Individual clients | 290 |
| High-net-worth clients | 32 |
| Accounts managed | 514 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | February 12, 2026 |
| SEC record | CRD 172232 |