Legacy Planning Advisors, LLC
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Overview
Legacy Planning Advisors, LLC is located at 5400 Laurel Springs Parkway, Suwanee, GA. The firm employs 3 financial advisors to manage client portfolios and provide financial guidance. Legacy Planning Advisors, LLC is not a registered broker-dealer.
Legacy Planning Advisors, LLC oversees $175.3 million in assets under management across 664 accounts, all of which are non-discretionary. Over the past year, the firm has provided financial planning services to between 101 and 250 clients. The services offered include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The firm caters to retail investors and high net worth investors, with retail investors being the largest client type by accounts. The fee structure at Legacy Planning Advisors, LLC includes asset-based, hourly, and fixed fees. The firm has 53 high net worth clients and maintains affiliations with a broker-dealer or securities dealer.
Legacy Planning Advisors, LLC is registered in the states of Florida, South Carolina, Texas, and Georgia.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Legacy Planning Advisors, LLC by the Numbers
$175.3 million
3
664
$264.0 thousand
Products and Services
Legacy Planning Advisors, LLC provides a variety of services, which can include financial planning services, portfolio management for individuals and small businesses, and educational seminars. In the last fiscal year, Legacy Planning Advisors, LLC provided 101-250 of its customers with financial planning services. The Company is not involved in selling products or offering services apart from investment advice to its investment advisory accounts.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Offered by 6% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial advisory services largely vary depending on the financial services provided. Fees billed by Legacy Planning Advisors, LLC likely include any combination of the following fee structures: asset-based, hourly, or fixed.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
It provides services to retail investors and high net worth investors. Out of its 2 clients, Legacy Planning Advisors, LLC's largest client type by number of accounts is high net worth investors, although it also caters to 53 high-net-worth individuals. A high-net-worth individual is defined by the SEC as someone who has at least $750,000 under management or a net worth of more than $1,50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 23.14%
- Other Individuals - 76.86%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Legacy Planning Advisors, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Legacy Planning Advisors, LLC
Suwanee, GA
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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