Legacy Wealth Planning, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$10,085,892
Total clients
25
24% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
25
Average account size
$403,436
About
Legacy Wealth Planning provides coordinated financial planning and discretionary investment management for individuals, trusts, estates and charitable organizations, covering both taxable and qualified retirement accounts. The firm serves a small client base of roughly two dozen families and offers portfolio management commonly billed as a percentage of assets under management.
LWP emphasizes diversified portfolios across six asset classes and combines active management with multiple methods of security analysis (fundamental, technical and chart analysis) and proprietary technology to tailor allocations to clients’ tax status, objectives and risk tolerances. Its planning services include budgeting and cash‑flow analysis, insurance reviews, formal tax preparation and tax planning, and estate‑planning modeling with software tools and attorney coordination.
Distinctive aspects include the integration of hands‑on tax return facilitation and formal tax‑planning services with investment management and the firm’s willingness to include less‑liquid asset classes such as private equity and alternatives in client portfolios. The firm does not vote client proxies, does not carry a professional liability insurance policy, and discloses that an owner had a personal bankruptcy finalized in 2015, which the firm states does not affect its financial stability.
Client services
Financial planning
Portfolio management
Expertise
Cash flow / budgeting
Tax-loss harvesting
Charitable giving tax strategies
General estate planning guidance
Fee options
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
Main office location
Legacy Wealth Planning, LLC
5750 W. 95 Th Street, Suite 128
Overland Park KS 66207, United States
Number of offices
1
Most active in
Legacy Wealth Planning, LLC has reported serving >5 clients in these states in the last 12 months.
Kansas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Forms ADV
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