Bluegrass Legacy Planning
Firm details
- Headquarters
- Keller, Texas
- CRD number
- 336386
- Fee structure
- Hourly Charges, Fixed Fees
- Services
- Financial Planning
Firm profile
FINTRXOverview
Bluegrass Legacy Planning is an individually owned limited liability company that offers financial planning services. Its fee model is focused on hourly and fixed-fee engagements rather than asset-based billing. The firm is not identified as a multi-state adviser, is not characterized as an active ESG investor, and is listed as not operating as a capital allocator. Industry affiliations include relationships with another investment adviser and with an insurance company.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2
Tyler Wright
Lead AdvisorCRD 7119869
Robert Gabhart
Managing PartnerCRD 6419406
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Keller, TX
Tarrant
Location
Keller, TX
Headquartered in Keller, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Tarrant
- Address
- 118 W Olive St
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Keener Financial Planning
RIAKeller, TX
Wealthstar Advisors, LLC
RIAPlano, TX
Promus Advisors
RIADallas, TX
CIC Partners Management LLC
RIADallas, TX
JCP Investment Management, LLC
RIAHouston, TX
Austerra Wealth Management LLC
RIADallas, TX