LEGACY ESTATE PLANNING GROUP, INC.

Overview

Legacy Estate Planning Group, Inc. is organized as a corporation and is identified in the dataset as being owned by an individual. The firm’s advisory activity centers on financial planning and selecting third‑party advisers for clients. It is recorded as acting as a capital allocator and charges clients through hourly fees, fixed fees and other fee arrangements. The firm is not flagged as an active ESG investor and is not listed as a multi‑state adviser or a pension consultant. An industry affiliation with an insurance company is noted.

Assets & Accounts

Investments & Alternatives

Location & Offices