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Home > Retirement Planners > georgia > suwanee > LEGACY PLANNING ADVISORS, LLC
LEGACY PLANNING ADVISORS, LLC
5400 Laurel Springs Parkway
Suite 101
Suwanee, Georgia 30024
Tel: 770-919-2075
About LEGACY PLANNING ADVISORS, LLC
LEGACY PLANNING ADVISORS, LLC, formally registered with the SEC as LEGACY PLANNING ADVISORS, LLC. The firm was established in 01/08/2018. They have over 1 offices throughout the country.
LEGACY PLANNING ADVISORS, LLC is a Suwanee, Georgia based Financial Planning firm with nearly $149,228,000 assets under management, offering retirement planning & investment advisory services to 637 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 121289 |
| SEC# | 801-112270 |
| Assets Managed by Firm | $149,228,000 |
| No. of Clients | 637 |
| No. of Advisors | 3 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Educational Seminars/ Workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 637 | $149,228,000 |
| Individuals (other than high net worth individuals) | 193 | $61,500,000 |
| High net worth individuals | 37 | $87,728,000 |
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