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JEFF ELLIOTT, CFP®

LEGACY FINANCIAL PLANNING LLC

CRD 172781

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$22.4M

Discretionary AUM

$22.4M

Team

1 total employees; 1 advisory reps

Clients

26-50

Fees

Percentage of AUM; Hourly charges; INITIAL ONE-TIME SET UP FEE

Org form

Limited Liability Company

Filing date

2026-02-25

Disciplinary history

No

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Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals30$9.3M
High net worth individuals17$13.1M

All web addresses on file

Official SEC filing: View on IAPD