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).
Total Assets Under Management3MILLION
Total Number of Accounts39ACCOUNTS
Average Account Value$81,212
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
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.