Advisor at Legacy Wealth Planning, LLC
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Firm
Legacy Wealth Planning, LLC
Location
Overland Park, KS 66207
Credentials
ChFC®, Series 63
Industry experience
36 years
Dean Cherpitel is a ChFC® credentialed financial advisor with 36 years of industry experience. He has been with Legacy Wealth Planning, LLC since 2010. Cherpitel holds a minority ownership stake in National Advisors Holding Co., a custodian and trustee service used for some client accounts, but he has no operational role there. Legacy Wealth Planning, LLC provides coordinated financial planning and discretionary investment management for individuals, trusts, estates, and charitable organizations. The firm serves a small client base and employs a diversified, actively managed investment approach tailored to clients’ tax status, objectives, and risk tolerances.
Based on Legacy Wealth Planning, LLC
Financial Planning services: $4,500 initial year; $1,500 renewal annually
Maximum fee of 1.25% annually, negotiable based on size and nature of account
5750 W. 95 Th Street, Suite 128
Overland Park, KS 66207
Kansas
Legacy Wealth Planning, LLC
2010 - Present (16 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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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