Legacy Planning Group

Legacy Planning Group (CRD# 145130) is a financial advisory firm headquartered in Midvale, UT. They manage $73,000,000 in 1,028 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    73
    MILLION
  • Total Number of Accounts
    1,028
    ACCOUNTS
  • Average Account Value
    $71,012
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Market timing services
  • 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 Planning Group
Showing 1 - 6 of 6 top financial advisors.
1
Trever S. McIntyre
CRD#: 6133887
6770 South 900 East, Ste 300, Midvale, UT 84047
90
Wealthminder
score

Trever McIntyre (CRD# 6133887) is an Investment Advisor Representative working at Legacy Planning Group in Midvale, UT and has over 3 years of experience in the finance industry.

2
John D. Coles
CRD#: 6328737
6770 South 900 East, Ste 300, Midvale, UT 84047
88
Wealthminder
score

John Coles (CRD# 6328737) is an Investment Advisor Representative working at Legacy Planning Group in Midvale, UT and has over 2 years of experience in the finance industry.

3
David W. James
CRD#: 1241412
6770 South 900 East, Ste 300, Midvale, UT 84047
68
Wealthminder
score

David James (CRD# 1241412) is an Investment Advisor Representative working at Legacy Planning Group in Midvale, UT and has over 32 years of experience in the finance industry.

4
Michael P. Owen
CRD#: 3128258
6770 South 900 East, Ste 300, Midvale, UT 84047
68
Wealthminder
score

Michael Owen (CRD# 3128258) is an Investment Advisor Representative working at Legacy Planning Group in Midvale, UT and has over 18 years of experience in the finance industry.

5
Travis J. Hudak
CRD#: 3128251
6770 South 900 East, Ste 300, Midvale, UT 84047
58
Wealthminder
score

Travis Hudak (CRD# 3128251) is an Investment Advisor Representative working at Legacy Planning Group in Midvale, UT and has over 18 years of experience in the finance industry.

6
Michael L. Child
CRD#: 3128249
6770 South 900 East, Ste 300, Midvale, UT 84047
38
Wealthminder
score

Michael Child (CRD# 3128249) is an Investment Advisor Representative working at Legacy Planning Group in Midvale, UT and has over 18 years of experience in the finance industry.

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