Mason
Monroe
Legacy Wealth Planning, LLC
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About this Advisor
Mason Monroe is a financial advisor operating out of Reno, Nevada with 6 years of relevant experience. Monroe is an employee of Legacy Wealth Planning, LLC. Monroe has gained experience at Wells Fargo Advisors LLC, Lpl Financial, LLC and Legacy Wealth Planning, LLC. Monroe has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in California and Nevada. Legacy Wealth Planning, LLC is a financial advisory firm operating out of Reno, NV. It has $343 million in assets between its 489 client accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 489 accounts, 21% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The business offers a few services, such as financial planning services and portfolio management for individuals and small businesses. A financial advisor's fees usually are based on the financial services provided. Fees billed by Legacy Wealth Planning, LLC may include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Legacy Wealth Planning, LLC Brokerage Details
$343,116,393
10
489
$701,670
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Mason Monroe Work History
Mason has been registered as a financial advisor for 6 years.*
Legacy Wealth Planning, LLC
Lpl Financial, LLC
Wells Fargo Advisors LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Mason Monroe to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Legacy Wealth Planning, LLC
Reno, NV
Reno, NV
Reno, NV
Reno, NV
Reno, NV
Reno, NV
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