Investment adviser · CRD 121289
LEGACY PLANNING ADVISORS, LLC
Investment adviser filing (IA)
SUWANEE, GA, United States · Form ADV filed Feb 3, 2026
- Regulatory AUM
- $234M Form ADV · Item 5.F
- Client accounts
- 755 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 8 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 75 | $179,000,000 | 76.5% |
| Individuals | 190 | $55,000,000 | 23.5% |
Filing source
Form ADV 2049067 · Feb 3, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 3, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
5400 LAUREL SPRINGS PARKWAY, SUITE 101SUWANEE, GA, 30024, United States
CRD 121289
Filing source
Form ADV 2049067 · Feb 3, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.