Legacy Planning Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Legacy Planning Advisors, LLC provides financial planning, wealth counseling and investment advisory services to individuals, families, trusts, corporations and employee benefit plans. Offerings described in the brochure include comprehensive financial planning (the Purposeful Planning™ process), portfolio monitoring implemented through third‑party advisory programs, retirement plan consulting and participant education, and referrals to tax and legal professionals.
The firm builds individualized investment profiles and favors a long‑term buy‑and‑hold allocation approach with periodic reviews and rebalancing, while using third‑party managers and custodial platforms to implement strategies. According to the brochure, LPA manages approximately $234 million primarily on a non‑discretionary basis across roughly 755 client accounts, with discretionary capability used on certain platforms (for example, Betterment for Advisors).
Several operational features distinguish LPA from many peers: its advisors are dually registered as registered representatives of the Strategic Financial Alliance (SFA) broker‑dealer and are licensed insurance agents, and the firm discloses that its IARs devote about 15% of their time to commission‑based insurance and securities business. LPA also acts as a solicitor for third‑party advisory programs (including a long‑standing relationship with Buckingham Strategic Partners), receives non‑economic support from custodial/platform providers, and provides retirement‑plan participant education and occasional workshops, all of which create relationships and potential conflicts that differ from a typical purely discretionary advisory team.
Client services
Expertise
Occupation focus
Fee options
Flat fees range from $500 to $250,000 depending on service complexity
$0 - $250,000: 1.60% $250,000.01 - $500,000: 1.40% $500,000.01 - $1,000,000: 1.25% $1,000,000.01+: 1.00%
$75-$500 per hour depending on complexity and staff involved
Account minimum: $350,000 minimum (smaller and negotiable minimums on Betterment platform)
Main office
5400 Laurel Springs Parkway, Suite 101
Suwanee GA 30024
Advisors at this office
5
Most active in
Florida · Georgia · North Carolina · South Carolina · Texas
Also doing business as
Legacy Planning Advisors, LLC · Legacy Planning Group, Inc
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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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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
Robert B
Series 63, Series 65
Suwanee, GA
Legacy Planning Advisors, LLC
Robert Black Jr. is a financial advisor with Legacy Planning Advisors, LLC and holds Series 63 and Series 65 licenses, with 34 years of industry experience. He has worked at Legacy Planning Advisors and its predecessor since 1996 and is also associated with The Strategic Financial Alliance, Inc. Since 1997, he has served as an elder at a local church. Legacy Planning Advisors, LLC provides financial planning, wealth counseling, and investment advisory services to individuals, families, trusts, corporations, and employee benefit plans. The firm uses a long-term buy-and-hold investment approach primarily implemented through third-party managers, with additional services including retirement plan consulting and participant education.
Christopher C
CFP®, Series 66
Suwanee, GA
Legacy Planning Advisors, LLC
Christopher Cushman is a CFP® with 19 years of industry experience, currently serving at Legacy Planning Advisors, LLC since 2018. He has prior experience with The Strategic Financial Alliance, Inc. and Legacy Planning Group, Inc. Cushman is a part owner of an investment club, Ben Hur, which he co-founded with college acquaintances and has participated in since around 2007. Legacy Planning Advisors, LLC provides financial planning, wealth counseling, and investment advisory services to individuals, families, trusts, corporations, and employee benefit plans. The firm employs a long-term buy-and-hold investment approach, utilizes third-party advisory programs, and offers comprehensive financial planning through its Purposeful Planning™ process.
Samuel H
Series 66
Suwanee, GA
Legacy Planning Advisors, LLC
Samuel Hutto is a financial advisor with Legacy Planning Advisors, LLC and holds a Series 66 designation. He has experience working with The Strategic Financial Alliance, Ameriprise Financial, and has a background that includes roles in education and entrepreneurship. Outside of finance, he was involved with Kona Ice, a mobile dessert business. Legacy Planning Advisors, LLC offers financial planning, wealth counseling, and investment advisory services to individuals, families, trusts, corporations, and employee benefit plans. The firm employs a long-term buy-and-hold investment approach supported by third-party managers and provides retirement plan consulting and participant education.
Peter G
CFP®, Series 63
Suwanee, GA
Legacy Planning Advisors, LLC
Peter Geckeler is a CFP® with two years of experience at Legacy Planning Advisors, LLC. He has also worked with The Strategic Financial Alliance, Inc. since 2014. Legacy Planning Advisors, LLC provides financial planning, wealth counseling, and investment advisory services to individuals, families, trusts, corporations, and employee benefit plans. The firm uses a long-term buy-and-hold investment approach with periodic reviews and rebalancing, leveraging third-party managers and custodial platforms to implement strategies.
Derek B
CFP®, Series 63
Suwanee, GA
Legacy Planning Advisors, LLC
Derek Bell is a CFP® professional with four years of industry experience, currently serving at Legacy Planning Advisors, LLC. His prior roles include positions at The Strategic Financial Alliance, Inc., E*TRADE Securities LLC, and the University of Georgia. Legacy Planning Advisors, LLC provides financial planning, wealth counseling, and investment advisory services to individuals, families, trusts, corporations, and employee benefit plans. The firm employs a long-term buy-and-hold investment approach with periodic reviews and rebalancing, utilizing third-party managers and custodial platforms to implement strategies.
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