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
Location
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
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