Be advised. This firm is no longer registered.

Legacy Wealth Planning, LLC

Legacy Wealth Planning, LLC (CRD# 289212) is a financial advisory firm headquartered in Reno, NV. They manage $343,116,393 in 489 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    343
    MILLION
  • Total Number of Accounts
    489
    ACCOUNTS
  • Average Account Value
    $701,670
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, MA, NV, TX

Financial Advisors at Legacy Wealth Planning, LLC
No Advisor Found.
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