Legacy Planning Advisors, LLC

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Client assets under management

$234,000,000

Clients

265

28% high-net worth

Advisors

of 8 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$883,019

About

Legacy Planning Advisors, LLC provides financial planning, wealth counseling and investment advisory services to individuals, families, trusts, corporations and employee benefit plans. Offerings described in the brochure include comprehensive financial planning (the Purposeful Planning™ process), portfolio monitoring implemented through third‑party advisory programs, retirement plan consulting and participant education, and referrals to tax and legal professionals.

The firm builds individualized investment profiles and favors a long‑term buy‑and‑hold allocation approach with periodic reviews and rebalancing, while using third‑party managers and custodial platforms to implement strategies. According to the brochure, LPA manages approximately $234 million primarily on a non‑discretionary basis across roughly 755 client accounts, with discretionary capability used on certain platforms (for example, Betterment for Advisors).

Several operational features distinguish LPA from many peers: its advisors are dually registered as registered representatives of the Strategic Financial Alliance (SFA) broker‑dealer and are licensed insurance agents, and the firm discloses that its IARs devote about 15% of their time to commission‑based insurance and securities business. LPA also acts as a solicitor for third‑party advisory programs (including a long‑standing relationship with Buckingham Strategic Partners), receives non‑economic support from custodial/platform providers, and provides retirement‑plan participant education and occasional workshops, all of which create relationships and potential conflicts that differ from a typical purely discretionary advisory team.

Client services

Financial planning Portfolio management Educational seminars or workshops

Expertise

General estate planning guidance Charitable giving & philanthropy Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

Flat fees range from $500 to $250,000 depending on service complexity

Percentage

$0 - $250,000: 1.60% $250,000.01 - $500,000: 1.40% $500,000.01 - $1,000,000: 1.25% $1,000,000.01+: 1.00%

Project-based

$75-$500 per hour depending on complexity and staff involved

Other

Account minimum: $350,000 minimum (smaller and negotiable minimums on Betterment platform)

Main office location

Legacy Planning Advisors, LLC

5400 Laurel Springs Parkway, Suite 101

Suwanee GA 30024, United States

Number of offices

Most active in

Florida · Georgia · North Carolina · South Carolina · Texas

Disclosures

Business activities & affiliations

Is 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.

Is not active or affiliated with:

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 Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Website 770-919-2075

Advisors at this firm

Robert B

Series 63, Series 65

Suwanee, GA

Legacy Planning Advisors, LLC

Robert Black is a financial advisor at Legacy Planning Advisors, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Legacy Planning Advisors and its predecessor entities since 1996. Outside of his advisory role, he serves as an elder at a local church, a position he has held since 1997. Legacy Planning Advisors, LLC offers financial planning, wealth counseling, and investment advisory services to individuals, families, trusts, corporations, and employee benefit plans. The firm emphasizes a long-term buy-and-hold investment approach implemented primarily through third-party managers and provides comprehensive financial planning and retirement plan consulting.

General estate planning guidance Charitable giving & philanthropy Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive

Christopher C

CFP®, Series 66

Suwanee, GA

Legacy Planning Advisors, LLC

Christopher Cushman is a CFP® with 19 years of industry experience, currently serving at Legacy Planning Advisors, LLC since 2018. He has prior experience with The Strategic Financial Alliance, Inc. and Legacy Planning Group, Inc. Cushman is a part owner of an investment club, Ben Hur, which he co-founded with college acquaintances and has participated in since around 2007. Legacy Planning Advisors, LLC provides financial planning, wealth counseling, and investment advisory services to individuals, families, trusts, corporations, and employee benefit plans. The firm employs a long-term buy-and-hold investment approach, utilizes third-party advisory programs, and offers comprehensive financial planning through its Purposeful Planning™ process.

Derek B

CFP®, Series 63

Suwanee, GA

Legacy Planning Advisors, LLC

Derek Bell is a CFP® professional with four years of industry experience, currently serving at Legacy Planning Advisors, LLC. His prior roles include positions at The Strategic Financial Alliance, Inc., E*TRADE Securities LLC, and the University of Georgia. Legacy Planning Advisors, LLC provides financial planning, wealth counseling, and investment advisory services to individuals, families, trusts, corporations, and employee benefit plans. The firm employs a long-term buy-and-hold investment approach with periodic reviews and rebalancing, utilizing third-party managers and custodial platforms to implement strategies.

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