Legacy Planning Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides personalized financial planning and advisory services to individuals, trusts, estates, and small businesses, covering cash flow, retirement, tax and estate planning, and education funding. Services are delivered through consultations, written financial plans, periodic reviews, and referrals to other professionals as requested by clients.
Rather than acting as an investment custodian or offering portfolio management, the firm provides investment advice and specific recommendations while clients retain asset control and implement trades through custodians of their choice. Compensation is fee-only and structured as negotiated flat or hourly fees instead of a percentage-of-assets model, and the adviser follows CFP Board and FPA codes of ethics.
Compared with many independent peers, the firm’s lack of investment supervisory services and its avoidance of percentage‑of‑AUM fees are atypical for its category. It also integrates tax preparation into its ongoing advisory agreements, provides net worth statements and quarterly written updates, and is affiliated with a fee‑only planning network that supports a fiduciary standard.
Client services
Expertise
Fee options
Financial planning fees range from $720 to $6,000, negotiable
Hourly rate of $270 for limited scope engagements, tax preparation, and follow-on implementation work
Advisory Service Agreement annual fee billed quarterly in advance, ranging from $2,500 to $10,000, negotiable
Minimum fee: Advisory Service Agreement minimum annual fee of $2,500 Fee-only: Fee-only financial planning and investment advisory services
Main office
Arlington VA
Advisors at this office
1
Most active in
Virginia
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
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