Legacy Planning & Associates, Inc.

Legacy Planning & Associates, Inc. (CRD# 156537) is a financial advisory firm headquartered in Grand Rapids, MI. They manage $77,281,708 in 128 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    77
    MILLION
  • Total Number of Accounts
    128
    ACCOUNTS
  • Average Account Value
    $603,763
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)
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.

MI

Financial Advisors at Legacy Planning & Associates, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
John P. Ott
CRD#: 3072024
770 Kenmoor Ave Se, Suite 103, Grand Rapids, MI 49546
96
Wealthminder
score

John Ott (CRD# 3072024) is an Investment Advisor Representative working at Legacy Planning & Associates, Inc. in Grand Rapids, MI and has over 19 years of experience in the finance industry.

2
Joel D. Heinlein
CRD#: 2859885
770 Kenmoor Ave Se, Suite 103, Grand Rapids, MI 49546
83
Wealthminder
score

Joel Heinlein (CRD# 2859885) is an Investment Advisor Representative working at Legacy Planning & Associates, Inc. in Grand Rapids, MI and has over 13 years of experience in the finance industry.

3
Michael L. Wood
CRD#: 472047
770 Kenmoor Ave Se, Suite 103, Grand Rapids, MI 49546
76
Wealthminder
score

Michael Wood (CRD# 472047) is an Investment Advisor Representative working at Legacy Planning & Associates, Inc. in Grand Rapids, MI and has over 10 years of experience in the finance industry.

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