Legacy Estate Planning Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Legacy Estate Planning Group, Inc. provides personalized financial planning and consulting to individuals, high‑net‑worth clients, trusts and estates, and offers ongoing annuity and variable life product management. The firm also facilitates discretionary investment management by referring clients to third‑party money managers and coordinating implementation and paperwork.
LEPG does not accept discretionary trading authority for client securities and reports no discretionary assets under management; instead it serves as a liaison to third‑party managers (including Gradient Investments and SEI’s Managed Account Program) and monitors client accounts and annuity allocations provided through insurance platforms. Its advisory engagements are structured around flat and hourly planning fees and referral or fee‑sharing arrangements with those third‑party managers rather than a conventional percentage‑of‑AUM model.
Notable distinctions in the brochure include an affiliation with an insurance business, Legacy Wealth Strategies, L.L.C., and the firm president’s status as an insurance agent, which supports the firm’s annuity and fixed‑product services but is disclosed as a potential conflict of interest. The brochure also discloses incentive arrangements with Gradient and participation in SEI’s programs; the firm’s small client roster and reliance on third‑party managers are identified and addressed through written disclosures and client consent.
Client services
Expertise
Fee options
Fixed fees for financial planning services: initial upfront fee between $750 and $3000; ongoing quarterly fee between $500 and $800; Client Directed Accounts flat fee $300 charged by Gradient Investments.
$0+: 1.5% maximum annually for Annuity and Life Management Fees $0+: Gradient Investments fees (Flat rates - entire portfolio charged same rate): Custom Indexing - Strategic 2.15%, Strategic 2.00%, Custom Indexing - Allocation 1.85%, Allocation 1.70%, Tactical 1.70%, Defined Outcome 1.70%, Private Wealth 1.50%, Preservation 1.00%, Client Directed Accounts $300 flat fee $0+: SEI Investments Management Corporation (MAP Program) fee tiers (varies by strategy, example for Large Cap Core/Transition Strategy): 0.85% for first $1 million, 0.80% for next $2 million, 0.75% for next $2 million, negotiable above $5 million; similar tiered percentages for other strategies with negotiable fees above $5 million
$225 per hour for one-time consulting services
Ongoing quarterly fee for financial planning between $500 and $800
Minimum fee: Financial Planning and Consulting initial upfront fee $750 to $3000 plus ongoing quarterly fee $500 to $800 Fee-only: Hourly fee $225 per hour; Fixed fees for financial planning $750-$3000 initial upfront plus $500-$800 quarterly ongoing fees; Referral fees from third party money managers included.
Main office
900 South 74th Plaza, Suite 101
Omaha NE 68114
Advisors at this office
1
Most active in
Nebraska
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
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