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CFP
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CFP

Deann Gann

Legacy Capital Wealth Partners, LLC
29 Years of Experience
Rogers, AR
Broker
View SEC Summary
View SEC Summary

Deann Gann is a CFP-designated registered investment advisor at Legacy Capital Wealth Partners, LLC, based in Rogers, AR, with 29 years of industry experience. Deann is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 680 clients with $1.5B in assets under management.

Legacy Capital Wealth Partners, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
680 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$1.5B

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees range between 0.50% and 1.50% annually depending on account size and complexity. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

5502 Walsh Lane, Suite 103, Rogers, AR, 72758

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Deann works full-time as a Client Relationship Specialist/Client Advisor Assistant at Legacy Capital Wealth Partners since February 2023. She also works as a Secretary/Treasurer and Bookkeeper for Hook, Line, and Sinker, a retail business, dedicating a few hours per week.

Employment History
Current Registrations
Legacy Capital Wealth Partners, LLC
March 2023 - Present · 3 yrs 8 mos
Purshe Kaplan Sterling InvestmentsBroker
February 2023 - Present · 3 yrs 9 mos
Previous Registrations
Arvest Wealth Management
April 2006 - March 2023 · 16 yrs 11 mos
Arvest Wealth ManagementBroker
April 2006 - March 2023 · 16 yrs 11 mos
Arvest Asset Management
February 2006 - March 2006 · 1 mo
Arvest Asset ManagementBroker
February 2006 - March 2006 · 1 mo
Raymond James Financial Services, INC.Broker
October 2002 - April 2006 · 3 yrs 6 mos
Arvest Asset Management
January 2001 - November 2002 · 1 yr 10 mos
Arvest Asset ManagementBroker
March 1997 - November 2002 · 5 yrs 8 mos
State Registrations1 state
AR
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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