Legacy Wealth Planning
Firm details
- Headquarters
- Bethalto, Illinois
- CRD number
- 322883
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI76.95%
- Individuals22.62%
- Charitable Organizations0.43%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Legacy Wealth Planning is an independent, owner-operated RIA structured as a limited liability company that serves individual and family clients. The firm offers fee-based advice using percentage-of-AUM and fixed-fee arrangements and focuses on financial planning, portfolio management for individuals and small businesses, and investor education through seminars and workshops. Legacy identifies as an active ESG investor, but it is not a multi-state adviser, pension consultant, related adviser, or a capital allocator that runs bespoke external funds.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds97%
- Cash & Cash Equivalents2%
- US Government Bonds1%
Contacts
1 of 1
Anthony Erzen
Founder & Financial PlannerCRD 6287978
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Bethalto, IL
Madison
Location
Bethalto, IL
Headquartered in Bethalto, IL, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- Madison
- Address
- 120 Mill St
- Time zone
- CT (UTC-6)
- Office locations
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