LEGACY WEALTH PLANNING, LLC

Overview

Legacy Wealth Planning, LLC is an independent, owner-operated registered investment adviser focused on financial planning and portfolio management for individuals and small businesses. The firm runs fee-based relationships (percentage of AUM and other fee arrangements) and tilts its implementation toward liquid, exchange-traded securities as the core of client portfolios. Legacy is not an active ESG investor and is not set up as a multi-state adviser, which suggests a regional client focus and personalized service model rather than a national institutional practice. Investment activity centers on equity exposure: the firm’s stated preference is equities, and exchange-traded holdings make up the largest share of client assets. Legacy advises on both financial planning and direct portfolio management, which indicates a mix of holistic planning work alongside ongoing discretionary investment decision-making for its client base.

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Public Holdings

Investments & Alternatives

Location & Offices