MASTERS LEGACY PLANNING

650 New Road
Suite B
Linwood, New Jersey 08221
Tel: 609-601-0800

About MASTERS LEGACY PLANNING

MASTERS LEGACY PLANNING, formally registered with the SEC as MASTERS LEGACY PLANNING. The firm was established in 07/25/2018. They have over 1 offices throughout the country.

MASTERS LEGACY PLANNING is a Linwood, New Jersey based Financial Planning firm with nearly $242,145,863 assets under management, offering retirement planning & investment advisory services to 313 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	296314
SEC#	801-113681
Assets Managed by Firm	$242,145,863
No. of Clients	313
No. of Advisors	5

Fee Structure

A percentage of AUM
Fixed fees
Other (BILL PAYMENT SERVICE AND TAX SERVICE COORDINATION)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Other (BILL PAYMENT SERVICES AND TAX SERVICE COORDINATION)

Firm Client Information

	No. of Clients	AUM
Firm Total	313	$242,145,863
Individuals (other than high net worth individuals)	78	$29,739,990
High net worth individuals	57	$202,521,792
Charitable organizations	Fewer than 5 clients	$423,847
Corporations or other businesses	7	$9,460,234

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