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About Legacy Wealth Planning
Legacy Wealth Planning, LLC, headquartered in Reno, NV, is an independent financial services group founded in March 2006. With a team of five financial advisers and three dedicated staff members, their mission is clear: to provide comprehensive financial guidance and wealth management services.
The firm operates as a registered representative with LPL Financial, under the oversight of the Financial Industry Regulatory Authority (FINRA). This partnership with LPL, the largest independent broker-dealer in the nation, ensures they meet compliance requirements while facilitating efficient trading.
Legacy Wealth Planning takes pride in its founding partners, who continue to serve as active financial advisers. Their dedication reflects the firm's commitment to its clients' financial well-being. Legacy Wealth Planning's core focus is on preserving and managing wealth, not only for clients themselves but also for future generations.
As an independent financial services group, Legacy Wealth Planning aims to empower its clients with the guidance and strategies needed to safeguard and grow their wealth. Their experienced team and commitment to financial excellence make them a reliable partner for individuals and families seeking comprehensive financial planning.
Pricing options
Regulatory filings
Areas of specialty
- Retirement Planning
- Asset Management
- Education Planning
More about Legacy Wealth Planning
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 289212 | 7 |
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Secure your future and achieve your goals with a free matchto financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Legacy Wealth Planning.