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LEGACY PLANNING ADVISORS, LLC
CRD 121289 · SEC 801-112270
5400 LAUREL SPRINGS PARKWAY, SUITE 101, SUWANEE, GA, 30024, United States
Phone
770-919-2075
Fax
678-559-0469
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$234.0M
Discretionary AUM
$0
Team
8 total employees; 8 advisory reps; 5 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 190 | $55.0M |
| High net worth individuals | 75 | $179.0M |
States served
GA, NC, SC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD