Christopher Douglass
Christopher Douglass is a ChFC-designated registered investment advisor at Stage 2 Planning Partners LLC, based in S Burlington, VT, with 31 years of industry experience. Christopher 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
Christopher is the executor of his aunt and uncle's estate and an officer of the Highland Village Homeowners Association, dedicating minimal time to each. He also works as an insurance agent, spending nearly full-time hours meeting with clients, and his financial services business revenue flows through C.A. Douglass Financial Services, Inc.
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.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations3 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.