A complete list of active advisors currently associated with Personal Legacy Planners

Warmer can help you find a great advisor at Personal Legacy Planners or one who fits your needs even better.

PLP Advisors, LLC works with individuals, trusts and estates, charities, retirement plans and business entities to provide financial planning, tailored advice and access to investment management. The firm prepares written financial plans and review consultations but does not directly manage or custody client assets, engaging clients only after a formal agreement is executed. Investment recommendations are implemented through model portfolios and third‑party sub‑advisers, and the firm’s planning and allocation work draws on macro‑economic, technical and charting analysis and may include long‑ and short‑term positions and options. Execution, trading and custodian relationships are handled by the selected third‑party adviser while the firm retains an ongoing monitoring and client‑advice role and meets with clients periodically. PLP’s brochure highlights several features that differ from many peers: it discloses recent material changes in ownership and firm arrangements, publishes a complimentary third‑party newsletter, and documents affiliated insurance and precious‑metals businesses. The firm also discloses ownership ties to a holding company that is connected to the recommended sub‑adviser and the existence of fee‑sharing arrangements with that sub‑adviser, each noted as potential conflicts with described mitigation measures.

To learn more about the advisors currently working at Personal Legacy Planners, 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.