Legacy Wealth Planning, LLC

RIASEC Registered
Total AUM
$11.5M
Discretionary
$11.5M
100% of AUM
Avg account
$182K
Accounts
63
Employees
2
Advisory reps
2

Firm details

Headquarters
Overland Park, Kansas
CRD number
152084
Website
lwpreno.com
Fee structure
Percentage of AUM, Other
Client types
  • HNWI77.1%
  • Individuals22.9%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Legacy Wealth Planning, LLC is an independent, owner-operated Registered Investment Adviser that focuses on individual and family clients. The firm provides financial planning and discretionary portfolio management for individuals and small businesses and charges fees based on a percentage of assets under management along with other fee arrangements. The adviser reports it is not a capital allocator and does not identify as an active ESG investor or a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 60%, Cash & Cash Equivalents 20%, State & Local Bonds 10%, US Government Bonds 5%, Investment Grade Corp Bonds 5%60%
  • Exchange Traded Equities60%
  • Cash & Cash Equivalents20%
  • State & Local Bonds10%
  • US Government Bonds5%
  • Investment Grade Corp Bonds5%

Contacts

2 of 2
  • Matthew Bray

    Matthew Bray

    DirectorCRD 5725023

  • Dean Cherpitel

    Dean Cherpitel

    Managing MemberCRD 1051004

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Overland Park, KS

Johnson

Location

Overland Park, KS

Headquartered in Overland Park, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.

Metro area
Kansas City-Overland Park-Kansas City, MO-KS
Region
Midwest
County
Johnson
Address
5750 W 95th St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth