Legacy Financial Planning LLC

Legacy Financial Planning LLC (CRD# 172781) is a financial advisory firm headquartered in Park City, UT. They manage $3,167,267 in 39 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    39
    ACCOUNTS
  • Average Account Value
    $81,212
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

UT

Financial Advisors at Legacy Financial Planning LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jeffrey P. Elliott
CRD#: 6124092
Park City, UT
93
Wealthminder
score

Jeffrey Elliott (CRD# 6124092) is an Investment Advisor Representative working at Legacy Financial Planning LLC in Park City, UT and has over 5 years of experience in the finance industry.

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