Legacy Wealth Planning, LLC
Legacy Wealth Planning, LLC (CRD# 152084) is a financial advisory firm headquartered in Overland Park, KS. They manage $8,245,327 in 103 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management8MILLION
Total Number of Accounts103ACCOUNTS
Average Account Value$80,052
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
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.
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.