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CFP

Christopher Cushman

Legacy Planning Advisors, LLC
20 Years of Experience
Suwanee, GA
Broker
View SEC Summary
View SEC Summary

Christopher Cushman is a CFP-designated registered investment advisor at Legacy Planning Advisors, LLC, based in Suwanee, GA, with 20 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 265 clients with $230M in assets under management.

Legacy Planning Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
265 clients
Average Client Portfolio
$883K average
Assets Under Management
$234.0M

Fee Structure

Minimum Investment:$350K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.60%
$250K - $500K1.40%
$500K - $1.0M1.25%
$1M+1.00%

Fees may be negotiable based on prior relationships and related account holdings.

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

Location

5400 Laurel Springs Parkway, Suite 101, Suwanee, GA, 30024

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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

Christopher is an Investment Adviser Representative and part owner of Legacy Planning Advisors, LLC, dedicating full-time hours to client interaction, action plan preparation, investment trading, and prospecting. He also has an ownership stake in Ben Hur, an investment club with nine members, where he invests monthly dues in common stocks.

Employment History
Current Registrations
Legacy Planning Advisors, LLC
December 2024 - Present · 1 yr 10 mos
The Strategic Financial Alliance, INC.Broker
May 2012 - Present · 14 yrs 5 mos
Previous Registrations
Legacy Planning Advisors, LLC
June 2014 - December 2023 · 9 yrs 6 mos
Sagepoint Financial, INC.Broker
February 2007 - June 2012 · 5 yrs 4 mos
Ameriprise Financial Services, INC.
April 2006 - December 2006 · 8 mos
Ameriprise Financial Services, INC.Broker
March 2006 - December 2006 · 9 mos
State Registrations14 states
ALAZCOFLGALAMTNCNMOKSCTNTXWA
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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