Sandra Maynard
Sandra Maynard is a ChFC-designated registered investment advisor at Stage 2 Planning Partners LLC, based in S Burlington, VT, with 35 years of industry experience. Sandra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 308 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are generally negotiable. Clients also pay a separate platform fee to AssetMark, Inc.
Fee Estimator
Location
1233 Shelburne Rd E6, S Burlington, VT, 05403
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Sandra is the president of Sandra Maynard Financial Inc and spends nearly full-time compiling tax forms. She also spends a significant amount of time, nearly full-time, as an insurance agent selling insurance and long-term care insurance.
Employment History
Current Registrations
Stage 2 Planning Partners LLC
Previous Registrations
Stage 2 Planning Partners
Kestra Advisory Services, LLC
NFP Advisor Services, LLC
Kestra Investment Services, LLCBroker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.