Be advised. This firm is no longer registered.

Legacy Planning & Associates, Inc.

Legacy Planning & Associates, Inc. (CRD# 156537) is a financial advisory firm headquartered in Grand Rapids, MI. They manage $112,310,462 in 132 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
2851 Charlevoix Dr, Se, Ste. 314, Grand Rapids, MI 49546
https://www.linkedin.com/company/legacy-planning-
By the Numbers
  • Total Assets Under Management
    112
    MILLION
  • Total Number of Accounts
    132
    ACCOUNTS
  • Average Account Value
    $850,837
Compensation Options
  • A percentage of assets under your management
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MI, TX

Financial Advisors at Legacy Planning & Associates, Inc.
No Advisor Found.

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.

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