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 $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 Status	Approved
Firm CRD#	121289
SEC#	801-112270
Assets Managed by Firm	$175,265,273
No. of Clients	664
No. of Advisors	3

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 Clients	AUM
Firm Total	664	$175,265,273
Individuals (other than high net worth individuals)	176	$56,664,588
High net worth individuals	53	$118,600,685

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