Legacy Wealth Planning Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Legacy Wealth Planning Group is a state-registered, independent advisory firm that provides fee-based investment management and financial planning to individuals, trusts, estates, charitable organizations and business entities. It delivers discretionary, custom portfolio management alongside standalone or project-based financial planning services billed on an hourly basis when requested.
The firm follows a tactical allocation approach intended to reduce downside risk while seeking improved performance, using fundamental, technical and cyclical analysis as appropriate. Portfolios may include a broad range of instruments and strategies — including individual securities and mutual funds, option writing, short sales, margin transactions and the use of cash positions as hedges — reflecting a more active toolkit than many small independent advisers.
Legacy Wealth Planning Group operates with a small client roster and manages roughly $34 million in discretionary assets across a limited number of relationships, resulting in a relatively high assets-per-client profile. The firm’s principal maintains multiple advanced professional designations and professional experience at an institutional private client platform, and the adviser recommends established custodial platforms while not taking physical custody of client assets.
Client services
Expertise
Fee options
1.0% per annum, payable monthly
$250 per hour
Main office
Tampa FL
Advisors at this office
1
Most active in
Florida · Louisiana · Virginia
Also doing business as
Legacy Wealth Planning Group · Legacy Wealth Planning Group 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
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