Overview
Assets Under Management: $175 million
Headquarters: SUWANEE, GA
High-Net-Worth Clients: 56
Average Client Assets: $2 million
Frequently Asked Questions
LEGACY PLANNING ADVISORS, LLC 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 #121289), LEGACY PLANNING ADVISORS, LLC is subject to fiduciary duty under federal law.
LEGACY PLANNING ADVISORS, LLC is headquartered in SUWANEE, GA.
LEGACY PLANNING ADVISORS, LLC serves 56 high-net-worth clients according to their SEC filing dated March 29, 2024. View client details ↓
According to their SEC Form ADV, LEGACY PLANNING ADVISORS, LLC offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
LEGACY PLANNING ADVISORS, LLC manages $175 million in client assets according to their SEC filing dated March 29, 2024.
According to their SEC Form ADV, LEGACY PLANNING ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 56
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.06
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 664
Non-Discretionary Accounts: 664
Regulatory Filings
CRD Number: 121289
Last Filing Date: 2024-03-29 00:00:00
Website: https://legacyplanningadvisors.com