Legacy Wealth Planning, LLC

Legacy Wealth Planning, LLC (CRD# 152084) is a financial advisory firm headquartered in Overland Park, KS. They manage $782,360 in 102 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    102
    ACCOUNTS
  • Average Account Value
    $7,670
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

KS, MO

Financial Advisors at Legacy Wealth Planning, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Matthew T. Bray
CRD#: 5725023
5750 W. 95th Street, Suite 128, Overland Park, KS 66207
98
Wealthminder
score

Matthew Bray (CRD# 5725023) is the Director of Client Services and a financial advisor working at Legacy Wealth Planning, LLC in Overland Park, KS and has over 20 years of experience in the finance industry.

2
Dean W. Cherpitel
CRD#: 1051004
5750 W. 95th Street, Suite 128, Overland Park, KS 66207
27
Wealthminder
score

Dean Cherpitel (CRD# 1051004) is an Investment Advisor Representative working at Legacy Wealth Planning, LLC in Overland Park, KS and has over 35 years of experience in the finance industry.

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