Updated October 02, 2023
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Legacy Wealth Planning

Investment Advisor Firm
Total assets under management$343M
Years in business18+

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

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Retirement Planning
  2. Asset Management
  3. Education Planning

More about Legacy Wealth Planning

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
2892127

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Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

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