LEGACY PLANNING ADVISORS, LLC

Company Profile

As of Date 03/24/2026
ADV Location United States, GA
Websites
AUM* 234,000,000 34%
of that, discretionary
Number of Employees 9 125%
of those in investment advisory functions 9 125%
Private Fund GAV* 0
Avg Account Size 309,934 100%
High Net Worth 28.30% 22%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Recent News

Reported AUM

234M 201M 167M 134M 100M 67M 33M
2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Related Companies

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