Family Legacy Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$161,621,656
Clients
327
Advisors
3
across 2 offices
About
Family Legacy Planning serves individual investors (including high‑net‑worth clients) as well as retirement plan sponsors and other business entities, offering portfolio management, written financial planning (full and modular) and retirement‑plan consulting and fiduciary services. The firm also provides implementation through managed accounts and delivers educational seminars and workshops to the public, employers, family foundations and plan participants.
FLP’s investment process emphasizes a value‑oriented, primarily long‑only approach combined with tactical and strategic asset allocation, and it tailors written plans and ongoing advice to each client’s objectives and risk tolerance. For discretionary management, FLP delivers client accounts through the AE Wealth Management program, using model managers and sub‑advisers (with custodial and execution services provided via major custodians) while retaining responsibility for due diligence and client communication.
Noteworthy relative to peers, FLP participates in a wrap‑fee, model‑manager platform arrangement — a structure relatively uncommon among similar small advisory firms — and routinely offers no‑cost seminars and workshops to groups and the public. The brochure also discloses that some firm representatives are licensed insurance agents who may implement insurance or annuity recommendations in a separate capacity, a dual role and potential conflict the firm describes and addresses in its policies.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for financial planning and consulting services ranging from $400 to $10,000; $1,200 fixed fee for first year retirement plan enrollment and education (divided quarterly)
$0 - $250,000: 1.45% $250,001 - $500,000: 1.30% $500,001 - $1,000,000: 1.15% $1,000,001 - $2,000,000: 1.10% $2,000,001 - $3,000,000: 0.95% $3,000,001 - $4,000,000: 0.75% $4,000,001+: 0.50%
$200 per hour for financial consulting and retirement plan consulting services
Minimum fee: Minimum fixed fee of $400 for financial planning and consulting services, negotiable Fee-only: Financial planning fixed fees range from $400 to $10,000; hourly consulting at $200/hour; asset management fees tiered as above; retirement plan fees tiered separately.
Main office
See office1003 SE 14th St., Ste 15
Bentonville AR 72712
Advisors at this office
2
Offices (2)
Most active in
Arkansas · Louisiana · Missouri · Texas
Also doing business as
F.W. Miller Financial · Family Legacy Planning · Flp Wealth Management, 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.
Quick links
Advisors at this firm
David W
Series 65
Bentonville, AR
Family Legacy Planning
David Welborn is a financial advisor at Family Legacy Planning with nine years of industry experience. He holds a Series 65 designation and previously worked at AE Wealth Management, LLC. Outside of advising, he manages a farm through BWS Farm, LLC, where he oversees crop production. Family Legacy Planning serves individual investors, retirement plan sponsors, and business entities, providing portfolio management, financial planning, and fiduciary services. The firm employs a value-oriented, primarily long-only investment approach combined with tactical and strategic asset allocation, tailoring advice to clients’ objectives and risk tolerance.
Frederick M
Series 65
Lafayette, LA
Family Legacy Planning
Frederick Miller is a financial advisor with Family Legacy Planning in Lafayette, LA, holding a Series 65 designation and 12 years of industry experience. He has worked at Family Legacy Planning since 2012, with previous roles at AE Wealth Management and Global Financial Private Capital. Outside of finance, he serves as secretary and property manager for The Gingerbread House of New Iberia, a children's daycare facility. Family Legacy Planning serves individual investors, including high-net-worth clients, retirement plan sponsors, and business entities, offering portfolio management, comprehensive financial planning, and fiduciary services. The firm emphasizes a value-oriented, primarily long-only investment approach combined with tactical and strategic asset allocation, and it provides education through seminars and workshops.
Brian P
Series 66
Bentonville, AR
Family Legacy Planning
Brian Prosser is a financial advisor at Family Legacy Planning with four years of industry experience. He holds the Series 66 designation and previously worked at Thrivent Financial and North Bay Regional Center. Outside of his advisory role, he is also a licensed insurance agent. Family Legacy Planning serves individual investors, retirement plan sponsors, and business entities by providing portfolio management, written financial planning, and retirement-plan consulting. The firm employs a value-oriented, primarily long-only investment approach combined with tactical and strategic asset allocation, and offers educational seminars and workshops to clients and the public.
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