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).

Current Firm Details
1003 Se 14th St., Ste 15, Bentonville, AR 72712
http://www.flpwealth.com
By the Numbers
  • Total Assets Under Management
    112
    MILLION
  • Total Number of Accounts
    744
    ACCOUNTS
  • Average Account Value
    $150,736
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AR, LA, TX

Financial Advisors at Family Legacy Planning
Showing 1 - 3 of 3 top financial advisors.
1
Frederick Miller, financial advisor Bentonville AR
Frederick W. Miller
CRD#: 6325001
1003 Se 14th St., Ste 15, Bentonville, AR 72712

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.

2
David Welborn, financial advisor Bentonville AR
David C. Welborn
CRD#: 6643951
1003 Se 14th St., Ste 15, Bentonville, AR 72712

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.

3
Brian Prosser, financial advisor Bentonville AR
Brian H. Prosser
CRD#: 7361635
1003 Se 14th St., Ste 15, Bentonville, AR 72712

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals