Bluegrass Legacy Planning
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About
Bluegrass Legacy Planning provides financial planning and subscription coaching to individuals, high‑net‑worth individuals, and business entities, offering services such as retirement and college planning, life insurance review, and business exit planning. The firm’s brochure indicates these services are delivered primarily as one‑time financial plans and subscription engagements rather than ongoing managed accounts, and it reports no assets under management or custody.
BGLP describes a multi‑disciplinary analytical approach—charting, fundamental, technical, cyclical, quantitative analysis and modern portfolio theory—and states a long‑term investment orientation, yet it does not trade client accounts or accept investment discretion. The firm charges fixed, hourly, or subscription fees instead of percentage‑of‑assets fees, and clients receive a completed written plan at delivery with additional services available by agreement.
A distinctive feature is BGLP’s explicit industry affiliations: its advisors are registered representatives with Commonwealth and act as licensed insurance agents, and the brochure discloses potential commission income from insurance sales and a related real‑estate holding entity. The firm also requires clients to use the affiliated broker‑dealer and documents its dual‑licensing and compensation conflicts in writing, which separates its operating model from peers that typically provide discretionary portfolio management and rely on AUM‑based billing.
Client services
Expertise
Fee options
Fixed fees for financial planning range from $2,000 to $25,000; fixed subscription service fees range from $750 to $5,000 per month.
Hourly fee for financial planning services ranges from $250 to $500 per hour.
Subscription services are offered at fixed fees between $750 and $5,000 per month.
Main office
118 W Olive St
Keller TX 76248
Advisors at this office
2
Most active in
Texas
Also doing business as
Blue Jean Wealth · Bluegrass Legacy Planning · Bluegrass Legacy Planning, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Tyler W
CFP®, Series 66
Keller, TX
Bluegrass Legacy Planning
Tyler Wright is a CFP® and holds a Series 66 license with seven years of industry experience. He is currently with Bluegrass Legacy Planning, where he has worked since 2025. His prior experience includes roles at Triad Advisors, Charles Schwab, and Edward Jones. Wright is also involved in fixed insurance sales as a secondary business activity. Bluegrass Legacy Planning offers financial planning and subscription coaching services to individuals, high-net-worth clients, and businesses. The firm employs a multi-disciplinary analytical approach and focuses on delivering written financial plans and coaching engagements rather than managing assets directly.
Robert G
Series 66
Keller, TX
Bluegrass Legacy Planning
Robert Gabhart is a financial advisor with Bluegrass Legacy Planning in Keller, TX, holding a Series 66 designation and bringing 11 years of industry experience. His prior work includes roles at Edward Jones and various Bluegrass-affiliated entities. Outside of his advisory work, he is the founder and chair of the F3 Alliance Foundation, a nonprofit focused on promoting healthy living and developing local community leaders, and is an author and speaker with several published books. Bluegrass Legacy Planning offers financial planning and subscription coaching primarily to individuals, high-net-worth clients, and businesses. The firm employs a multi-disciplinary analytical approach with a long-term investment orientation but does not manage client accounts or accept investment discretion, instead providing fixed, hourly, or subscription fee-based advisory services.
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