Advisor at Munro Legacy Planners LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Woodstock, GA 30188
Credentials
Series 63, Series 65
Industry experience
17 years
Barry Munro is the principal advisor at Munro Legacy Planners LLC in Woodstock, GA, with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked as a senior benefit analyst at Federal Benefit Advocates since 2016. Additionally, Munro has been an independent insurance agent since 2000, providing insurance products alongside his advisory work. Munro Legacy Planners LLC serves individual clients, including high-net-worth households, by offering financial planning and acting as a liaison to third-party money managers. The firm integrates insurance products and federal benefits analysis into its services, focusing on plan creation and client referrals rather than direct asset management.
Based on Munro Legacy Planners LLC
$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)
321 Creekstone Ridge
Woodstock, GA 30188
Georgia
Federal Benefit Advocates
2016 - Present (10 years)
Munro Legacy Planners LLC
2010 - Present (16 years)
INDEPENDENT INSURANCE AGENT
2000 - Present (26 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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