A complete list of active advisors currently associated with Legacy Planning Advisors, LLC

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

Legacy Planning Advisors, LLC provides personalized financial planning and investment advice to individuals, trusts, estates, and small businesses, covering cash flow, tax planning, insurance review, retirement and estate planning, and education funding. The firm operates on a fee-only basis, does not accept commissions, and delivers written evaluations such as net worth statements and periodic reviews to clients. Relationships are tailored to client needs and may take the form of comprehensive financial plans, ongoing advisory service agreements, or limited‑scope hourly planning engagements; implementation of investment recommendations is generally executed by the client with the firm providing guidance. Although the firm furnishes investment advice and periodic reports, it does not serve as custodian or provide standalone portfolio management services, so clients retain control of their assets. Distinctive features include the use of hourly billing for limited engagements and an explicit absence of percentage‑of‑assets‑under‑management fees, as well as the inclusion of tax preparation within its advisory services. The practice is a small, single‑member, fee‑only firm that participates in the Garrett Planning Network alliance, issues quarterly written updates and net‑worth statements, and maintains a documented business continuity plan for client service continuity.

To learn more about the advisors currently working at Legacy Planning Advisors, LLC, 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.