A complete list of active advisors currently associated with Legacy Estate Planning Group, Inc.

Warmer can help you find a great advisor at Legacy Estate Planning Group, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Legacy Estate Planning Group, Inc., 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.