Overview
Assets Under Management: $169 million
Headquarters: BENTONVILLE, AR
High-Net-Worth Clients: 33
Average Client Assets: $2.1 million
Frequently Asked Questions
FAMILY LEGACY PLANNING is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #294277), FAMILY LEGACY PLANNING is subject to fiduciary duty under federal law.
FAMILY LEGACY PLANNING is headquartered in BENTONVILLE, AR.
FAMILY LEGACY PLANNING serves 33 high-net-worth clients according to their SEC filing dated April 07, 2026. View client details ↓
According to their SEC Form ADV, FAMILY LEGACY PLANNING offers financial planning, portfolio management for individuals, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
FAMILY LEGACY PLANNING manages $169 million in client assets according to their SEC filing dated April 07, 2026.
According to their SEC Form ADV, FAMILY LEGACY PLANNING serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 33
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 40.10%
Average Client Assets: $2.1 million
Total Client Accounts: 836
Discretionary Accounts: 813
Non-Discretionary Accounts: 23
Regulatory Filings
CRD Number: 294277
Filing ID: 2089490
Last Filing Date: 2026-04-07 13:37:47