LEGACY PLANNING ADVISORS, LLC
SEC Form ADV profile.
Total regulatory AUM
$234,000,000
Discretionary
$0
Non-discretionary
$234,000,000
Firm details
- CRD number
- 121289
- SEC file number
- 801-112270
- Main office
- SUWANEE, GA, United States
- Employees
- 8
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.