Legacy Estate Planning Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
5
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
5
Average account size
$0
About
Legacy Estate Planning Group, Inc. serves high‑net‑worth individuals, trusts and estates, providing fee‑based financial planning and consulting, referrals to third‑party money managers, and non‑discretionary management of fee‑based annuities and variable life products. The firm operates as a solo practice with a very small client roster (five clients) and offers both one‑time and ongoing planning engagements billed on flat or hourly terms.
LEPG typically delivers customized financial plans and ongoing consulting rather than direct portfolio management for individual accounts, and it places investment assets with third‑party money managers while acting as the client liaison and reviewing TPM statements. The firm does not accept discretionary trading authority for client accounts; annuity management is conducted within the investment options provided by the issuing insurance companies and is monitored on an ongoing basis.
Noteworthy aspects include an affiliation with an insurance business that sells fixed and traditional annuities and other insurance products, the firm’s receipt of referral fees from third‑party managers (including participation in SEI’s MAP program and arrangements with Gradient), and the recent addition of fee‑based annuity services — meaning percentage‑of‑AUM billing is largely limited to annuity and TPM arrangements rather than the firm’s core planning work. These relationships and the firm’s small scale are disclosed in the brochure and identified as potential conflicts of interest that LEPG says it manages through disclosure and fiduciary procedures.
Client services
Expertise
Fee options
Financial Planning and Consulting initial fee between $750 and $3000 plus quarterly fees $400 to $800; Client Directed Accounts flat fee $300 annually
$0+: Up to 1.5% annually on fee-based annuities and variable life products managed by LEPG $0+: Gradient Investments LLC Strategic Portfolio: 2.00% annually (1.00% GI + 1.00% LEPG) $0+: Gradient Investments LLC Tactical Portfolio: 1.80% annually (0.80% GI + 1.00% LEPG) $0+: Gradient Investments LLC Allocation & Defined Outcome Portfolios: 1.70% annually (0.70% GI + 1.00% LEPG) $0+: Gradient Investments LLC Preservation Portfolios: 1.00% annually (0.40% GI + 0.60% LEPG) $0+: Gradient Investments LLC Private Wealth Portfolios: 1.50% annually (0.50% GI + 1.00% LEPG) $0+: Gradient Investments LLC Client Directed Accounts: $300 flat fee annually (GI and LEPG each $300, LEPG $0) $0+: SEI Investments MAP Program: LEPG fee 1.20% annually plus tiered SIMC fees per asset level ranging from 0.30% to negotiable above $5 million
Hourly consulting fee of $225/hour
Ongoing quarterly fees between $400 and $800 for financial planning and consulting services
Minimum fee: Initial flat fee between $750 and $3000 plus ongoing quarterly fee between $400 and $800 for financial planning and consulting Fee-only: Financial planning and consulting offered on negotiable flat fee basis; hourly fee $225/hour for one-time consulting services
Main office location
Legacy Estate Planning Group, Inc.
900 South 74 Th Plaza, Suite 101
Omaha NE 68114, United States
Number of offices
1
Most active in
Nebraska
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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:
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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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