Center Stage Planning LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$9,160,000
Clients
47
2% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
47
HighAverage account size
$194,894
About
Center Stage Planning serves individual and high-net-worth clients with discretionary investment management and a range of financial planning services. The firm offers both ongoing and project‑based planning engagements that cover topics such as business planning, retirement and college savings, estate planning, tax‑aware strategies, and insurance review.
The firm’s process emphasizes personalized goal setting and an investment policy that sets asset allocation and risk tolerance, with quarterly reviews of accounts. Its investment approach combines modern portfolio theory with both passive and active vehicle selection and uses fundamental and technical analysis to evaluate funds and individual securities, while permitting clients to impose reasonable investment restrictions.
A notable feature is the firm’s offering of educational seminars and speaking engagements for organizations and the public—presented as general, non‑individualized education and available virtually or in person—which is uncommon among peers. The practice is led by a CFP®‑certified principal, provides written financial plans and individualized implementation support, and accepts clients without a minimum account size, reflecting a small, practice‑focused model.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Business ownership considerations
Business exit / sale strategy
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
Minimum fee: Minimum monthly fee of $40 per household for investment management services Fee-only: Financial planning fees; upfront fee $500 to $2,000 for ongoing financial planning, fixed fee $100 to $1,000 for project-based financial planning
Main office location
Center Stage Planning LLC
Greeley PA, United States
Number of offices
1
Most active in
Center Stage Planning LLC has reported serving >5 clients in these states in the last 12 months.
New York · Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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