Future Path Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Future Path Financial Planning, a d/b/a of Legacy Growth Wealth Management LLC, serves individuals and high‑net‑worth clients with investment management, one‑time financial plans (the Clarity Sprint), an optional ongoing planning subscription (the Future Path Partnership), and specialized real estate transition and Section 1031 exchange planning. The firm operates as a fee‑only, single‑advisor practice and uses third‑party relationships where appropriate, including a non‑discretionary sub‑adviser for DST and UPREIT investments.
The firm’s investment process emphasizes asset allocation and a blend of passive and active strategies informed by Modern Portfolio Theory, with discretionary trading authority on managed accounts and the ability for clients to impose written investment restrictions. Financial planning is delivered through a structured, multi‑meeting Clarity Sprint and ongoing Partnership service that provides periodic planning meetings, tax‑aware implementation guidance, and year‑round decision support.
Distinctive features noted in the brochure include a legacy wrap fee program that was closed to new clients on 6/1/2026 and scheduled for discontinuation by 12/31/2026, and a Real Estate Transition service that engages a sub‑adviser and collects planning fees at exchange closings. The firm’s materials also disclose predecessor and hypothetical performance and document a recent change in the founder’s insurance licensing status (no longer a licensed insurance agent), details that are less common among independent advisers of this size.
Client services
Expertise
Fee options
Clarity Sprint one-time fixed fee: $1,000 to $25,000; Real Estate Transition and 1031 Exchange Planning one-time fee up to 5% of equity invested.
0.49% annually (negotiable up to 1.00%)
Future Path Partnership flat monthly fee of $400 to $2,500 per month.
Fee-only: Investment management and financial planning services are fee-only with no commissions.
Main office
Niceville FL
Advisors at this office
1
Most active in
Florida · Louisiana
Also doing business as
Future Path Financial Planning · Legacy Growth Wealth Management · Legacy Growth 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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
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