Legacy Planning Advisors provides comprehensive financial planning, wealth management, and investment advisory services to individuals, families, and business owners. The firm focuses on long-term buy-and-hold investing strategies tailored to each client's specific goals, risk tolerance, and personal circumstances. In addition to personal wealth management, Legacy Planning Advisors offers retirement plan consulting services to employee benefit plans. The firm works with third-party advisory programs and independent custodians like Charles Schwab and Betterment to execute investment strategies. Its team includes professionals holding credentials such as the Certified Financial Planner designation. Legacy Planning Advisors emphasizes personal client contact, regular portfolio reviews, and customized financial strategies covering retirement, tax planning, estate coordination, cash flow analysis, and insurance needs.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.60% |
| $250K - $500K | 1.40% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees may be negotiable based on prior relationships and related account holdings.