Legacy Planning Advisors, LLC

Overview

Legacy Planning Advisors, LLC is an independent, individual‑owned registered investment adviser that registered with the SEC in 2018. The firm serves primarily individual and family clients and combines financial planning with portfolio management for individuals and small businesses. Fee arrangements include a percentage of assets under management plus options for hourly and fixed fees. The adviser also operates in capacity as a registered representative of a broker‑dealer and as an insurance broker, and it runs educational seminars and workshops for clients and prospects. Legacy Planning Advisors does not position itself as a capital allocator and is not an active ESG investor.

Assets & Accounts

Investments & Alternatives