LEGACY WEALTH PLANNING
Firm details
- Headquarters
- BETHALTO, Illinois
- CRD number
- 322883
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI54.65%
- Individuals44.73%
- Charitable Organizations0.63%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Legacy Wealth Planning operates as an independent registered investment advisor (RIA) structured as a limited liability company. The firm focuses primarily on providing financial planning services and portfolio management for individuals and small businesses. With a commitment to educational outreach, Legacy Wealth Planning also conducts seminars and workshops to engage their client base. The firm is an active investor in environmental, social, and governance (ESG) initiatives, reflecting a modern approach to investment that considers ethical implications alongside financial returns.
Assets & Accounts
Public Holdings
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
Asset composition
- Public Funds/Mutual Funds97%
- Cash & Cash Equivalents2%
- US Government Bonds1%
Contacts
1 of 1Anthony 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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