SEC Form ADV

LEGACY PLANNING ADVISORS, LLC

Firm profile: Legacy Planning Advisors — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserGA

$234.0M

Assets Under Management

755

Total Clients

Employees

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Registration Details

Accession: CRD-121289
Location: SUWANEE, GA
Filing Date: February 3, 2026
AUM: $234.0M
Total Clients: 755
Employees: 8
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW Individuals

About this Adviser

LEGACY PLANNING ADVISORS, LLC is a registered investment adviser headquartered in SUWANEE, GA, managing approximately $234.0M in assets across 755 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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