Legacy Wealth Planning Group

Overview

Legacy Wealth Planning Group is a small, independent registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals, families and small-business owners. The firm charges clients a percentage of assets under management and also offers hourly advice engagements, which supports both ongoing wealth management and one-time planning work. Investment activity centers on public mutual funds for core allocations, supplemented by third-party alternative managers. The firm does not position itself as a capital allocator or fund-of-funds sponsor; instead it sources external managers in specific alternative sleeves (see Investments & Alternatives). Legacy Wealth Planning Group is not an active ESG investor and maintains a single-state operating footprint.

Assets & Accounts

Investments & Alternatives

Location & Offices