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 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.
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.
Name |
Location |
Years of experience |
|---|---|---|
Suwanee, GA
| 5
| |
Suwanee, GA
| 33
| |
Suwanee, GA
| 19
|
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