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LEGACY PLANNING ADVISORS, LLC

5400 Laurel Springs Parkway
Suite 101
Suwanee, Georgia 30024
Tel: 770-919-2075

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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 $175,265,273 assets under management, offering retirement planning & investment advisory services to 664 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#121289
SEC#801-112270
Assets Managed by Firm$175,265,273
No. of Clients664
No. of Advisors3

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total664$175,265,273
Individuals (other than high net worth individuals)176$56,664,588
High net worth individuals53$118,600,685

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