A complete list of active advisors currently associated with Bluegrass Legacy Planning
Warmer can help you find a great advisor at Bluegrass Legacy Planning or one who fits your needs even better.
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.
To learn more about the advisors currently working at Bluegrass Legacy Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Keller, TX
| 11
| |
Keller, TX
| 7
|
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