Family Legacy Planning
Family Legacy Planning (CRD# 294277) is a financial advisory firm headquartered in Bentonville, AR. They manage $112,147,562 in 744 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management112MILLION
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Total Number of Accounts744ACCOUNTS
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Average Account Value$150,736
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AR, LA, TX
Frederick Miller (CRD# 6325001) is an Investment Advisor Representative working at Family Legacy Planning in Bentonville, AR and has over 10 years of experience in the finance industry.
David Welborn (CRD# 6643951) is an Investment Advisor Representative working at Family Legacy Planning in Bentonville, AR and has over 8 years of experience in the finance industry.
Brian Prosser (CRD# 7361635) is an Investment Advisor Representative working at Family Legacy Planning in Bentonville, AR and has over 2 years of experience in the finance industry.