Legacy Wealth Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Legacy Wealth Planning provides coordinated financial planning and discretionary portfolio management for individuals, trusts, estates, companies, and charitable organizations, with a focus on taxable and qualified retirement accounts. Its planning services cover budgeting and cash management, investment analysis, risk management, tax planning, and estate planning, and the firm also facilitates preparation of federal and state income tax returns for clients.
The firm builds diversified portfolios across six asset classes and combines both passive and active techniques, using fundamental, technical, and cyclical analysis along with proprietary technology to customize allocations to each client’s tax status, goals, and risk tolerance. Portfolios are actively managed with opportunistic trading and tax-aware adjustments intended to pursue risk‑adjusted returns while aligning with client objectives.
Operationally, the firm is small and has a single registered advisor but is co‑owned and implements dual oversight, with another principal involved in client reviews — a structure that differs from the common solo‑practitioner model among independents. The brochure also discloses that the firm prepares client tax returns, models estate plans with dedicated software, does not vote client proxies, and includes a prior personal bankruptcy disclosure for a principal, all of which set it apart from many peers.
Client services
Expertise
Fee options
Up to 1.25% annually, negotiable based on account size and nature
Fee-only: Financial Planning: $4,000 initial year, $1,500 renewal annually
Main office
5750 W. 95th Street, Suite 128
Overland Park KS 66207
Advisors at this office
1
Most active in
Kansas
Also doing business as
Bray, Matthew, Thomas · Legacy Wealth Planning · Legacy Wealth Planning, 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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