Bluegrass Legacy Planning

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Client assets under management

Clients

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

—

About

Bluegrass Legacy Planning provides financial planning and subscription-based coaching services — including business exit planning, legacy planning, and guidance on investments, taxes and life insurance — to individuals, high‑net‑worth individuals and business entities. The firm reports no assets under management, does not take custody or exercise investment discretion over client accounts, and typically delivers a one‑time written financial plan with optional ongoing subscription support.

Its analytical approach draws on charting, fundamental and technical analysis, cyclical and quantitative techniques, and modern portfolio theory, and the brochure describes a long‑term trading orientation when discussing investment strategies. In practice the firm focuses on plan delivery and advisory coaching (monthly accountability and quarterly strategy sessions for subscribers) rather than running discretionary or pooled portfolios.

Bluegrass is notable among peers for several uncommon features: principals are registered representatives of a broker‑dealer and are licensed insurance agents, and the firm discloses that its supervised persons may receive commissions for insurance sales and that clients are required to use the affiliated broker‑dealer/custodian. It also relies on non‑AUM billing arrangements — including hourly and subscription fees — instead of percentage‑of‑assets fees, and discloses related entities such as an investment‑related holding company.

Client services

Financial planning Subscription service

Expertise

General retirement planning Life insurance needs analysis College savings (529s, UTMA, etc.) Debt management

Fee options

Project-based

Hourly fees between $250 and $500 for financial planning services.

Subscriptions

Subscription services fixed fees between $750 and $5,000 per month.

Other

Fee-only: Fixed fees between $2,000 and $25,000 for financial plans; Fixed subscription fees between $750 and $5,000 per month.

Main office location

Bluegrass Legacy Planning

118 W Olive St

Keller TX 76248, United States

Number of offices

Most active in

Texas

Disclosures

Business activities & affiliations

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.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Facebook Website 817-854-8833

Advisors at this firm

Tyler W

CFP®, Series 66

Keller, TX

Bluegrass Legacy Planning

Tyler Wright is a CFP® with six years of industry experience, currently affiliated with Commonwealth Financial Network. His prior roles include positions at Bluegrass Legacy Planning, Triad Advisors LLC, Charles Schwab, and Edward Jones. Wright spends part of his time engaged in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support including investment management, compliance, and practice management. The firm offers advisors discretion to construct client portfolios from diverse securities and insurance products, supported by an in-house Investment Management and Research team that manages model portfolios through a structured due diligence process.

General retirement planning Life insurance needs analysis College savings (529s, UTMA, etc.) Debt management

Robert G

Series 66

Keller, TX

Bluegrass Legacy Planning

Robert Gabhart is a financial advisor at Commonwealth Financial Network with 11 years of industry experience and holds a Series 66 designation. His prior work includes roles at Edward Jones and Bluegrass Legacy Group. Outside of advising, he is the founder and chair of the F3 Alliance Foundation, a nonprofit focused on promoting healthy living and developing local community leaders, and he is an author of multiple books. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support. The firm offers advisors access to diverse investment products and discretionary model portfolios managed by its Investment Management and Research team.

General retirement planning Life insurance needs analysis College savings (529s, UTMA, etc.) Debt management

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