Legacy Financial Planning LLC
Legacy Financial Planning LLC (CRD# 172781) is a financial advisory firm headquartered in , . They manage $2,383,560 in 22 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management2MILLION
Total Number of Accounts22ACCOUNTS
Average Account Value$108,344
- 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.