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LEGACY FINANCIAL PLANNERS LLC
CRD 122921
961 KEYSTONE WAY, CARMEL, IN, 46032, United States
Phone
317-844-7606
Fax
317-844-0079
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
1 total employees; 0 advisory reps
Clients
1-10
Fees
Hourly charges; A % OF ASSETS UNDER OTHER RIA PER AGREEMENT
Org form
Limited Liability Company
Filing date
2026-03-01
Disciplinary history
No
Services
Financial planning
Official SEC filing: View on IAPD