Munro Legacy Planners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Munro Legacy Planners LLC provides hourly financial planning to individual and high‑net‑worth clients, covering investment planning, insurance, retirement, tax, college, and debt/credit planning. The firm does not manage client assets directly and instead refers clients to third‑party money managers while acting as a liaison and delivering planning work.
The firm’s approach centers on one‑off or ongoing financial planning billed hourly and on referring clients to third‑party managers for portfolio implementation; its advisory scope is limited to instruments such as mutual funds, equities, bonds, ETFs, REITs, annuities, private placements, and third‑party manager programs. MLP does not accept discretionary authority or custody of client accounts, provides at least quarterly account reviews (typically via the third‑party manager’s reporting), and discloses that it receives referral fees from those managers.
Noteworthy features include an affiliated insurance practice and a role as a federal benefits analyst, with the principal licensed to sell insurance and occasionally recommending commissionable products and benefit‑analysis services—relationships the brochure identifies as potential conflicts of interest. Compared with many supported firms, MLP is small and advisor‑led, does not charge percentage‑of‑AUM advisory fees, and relies on fee‑sharing referral arrangements with sub‑advisors rather than direct portfolio management.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$0+: 1.00% (MLP Fee for Third Party Money Managers) $0+: 2.00% total annual fee for Gradient Investments Strategic Portfolios (1.00% GI + 1.00% MLP) $0+: 1.80% total annual fee for Gradient Investments Tactical Portfolios (1.80% GI net of 0.20% ETF fee + 1.00% MLP) $0+: 1.70% total annual fee for Gradient Investments Allocation & Defined Outcome Portfolios (0.70% GI + 1.00% MLP) $0+: 1.00% total annual fee for Gradient Investments Preservation Portfolios (0.40% GI + 0.60% MLP) $0+: $300 flat fee for Gradient Investments Client Directed Accounts (GI and MLP fees combined) $0 - $99,999: 1.80% total fee for FormulaFolio Tactical and Multi-Manager Allocation Series (0.80% FFI + 1.00% MLP) $100,000 - $249,999: 1.75% total fee for FormulaFolio Tactical and Multi-Manager Allocation Series (0.75% FFI + 1.00% MLP) $250,000 - $499,999: 1.70% total fee for FormulaFolio Tactical and Multi-Manager Allocation Series (0.70% FFI + 1.00% MLP) $500,000 - $999,999: 1.65% total fee for FormulaFolio Tactical and Multi-Manager Allocation Series (0.65% FFI + 1.00% MLP) $1,000,000+: 1.60% total fee for FormulaFolio Tactical and Multi-Manager Allocation Series (0.60% FFI + 1.00% MLP) $0 - $99,999: 1.75% total fee for FormulaFolio Tactical and Complete Allocation Series (0.75% FFI + 1.00% MLP) $100,000 - $249,999: 1.70% total fee for FormulaFolio Tactical and Complete Allocation Series (0.70% FFI + 1.00% MLP) $250,000 - $499,999: 1.65% total fee for FormulaFolio Tactical and Complete Allocation Series (0.65% FFI + 1.00% MLP) $500,000 - $999,999: 1.60% total fee for FormulaFolio Tactical and Complete Allocation Series (0.60% FFI + 1.00% MLP) $1,000,000+: 1.55% total fee for FormulaFolio Tactical and Complete Allocation Series (0.55% FFI + 1.00% MLP) $0 - $249,999: 1.95% total fee for FormulaFolio Multi-Manager Allocation Series (0.95% FFI + 1.00% MLP) $250,000 - $500,999: 1.90% total fee for FormulaFolio Multi-Manager Allocation Series (0.90% FFI + 1.00% MLP) $501,000 - $1,000,000: 1.85% total fee for FormulaFolio Multi-Manager Allocation Series (0.85% FFI + 1.00% MLP) $1,000,001 - $2,000,000: 1.75% total fee for FormulaFolio Multi-Manager Allocation Series (0.75% FFI + 1.00% MLP) $2,000,001+: Contact FFI for fee for FormulaFolio Multi-Manager Allocation Series + 1.00% MLP
Commissionable insurance products sold by principal as licensed insurance agent; possible conflict of interest disclosed
Financial planning hourly fee of $150/hour, negotiable
Fee-only: Financial planning hourly fee of $150/hour (negotiable)
Main office
321 Creekstone Ridge
Woodstock GA 30188
Advisors at this office
1
Most active in
Georgia
Also doing business as
Munro Legacy Planners Inc. · Munro Legacy Planners 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
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