A complete list of active advisors currently associated with Legacy Wealth Planning
Warmer can help you find a great advisor at Legacy Wealth Planning or one who fits your needs even better.
Legacy Wealth Planning is a fee-only, state-registered investment adviser formed in 2022 that provides tailored investment management, ongoing financial planning, and limited hourly engagements to mostly individual clients, including high-net-worth households, across roughly 50 client relationships with about $23.47 million in assets under management. The firm’s services include retirement account advice, business‑planning consulting, estate and tax planning coordination, and implementation support when clients elect ongoing management. The firm develops client-specific investment policies and asset-allocation targets through personal discussions and applies Modern Portfolio Theory in portfolio construction, generally favoring passive funds while allowing for active selections and socially responsible (ESG) options when requested. Account supervision is discretionary for managed accounts, with regular monitoring and quarterly reviews tied to each client’s goals, risk tolerance, and tax considerations. Compared with many independent advisers, the brochure highlights two less-common offerings: public educational seminars and speaking engagements (presented as purely educational, with fee ranges from free up to specified per-event or per-participant amounts and standard cancellation terms) and work for charitable organizations in addition to individual clients. The firm also discloses that its principal holds an Illinois life and health insurance license but that the firm operates on a fee-only basis and does not accept commissions for insurance referrals.
To learn more about the advisors currently working at Legacy Wealth Planning, 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 |
|---|---|---|
Bethalto, IL
| 8
|
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