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 4 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 3 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 33 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 19 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 19 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 19 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.