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).
Current Firm Details
Legacy Wealth Planning, LLC
By the Numbers
-
Total Assets Under Management343MILLION
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Total Number of Accounts489ACCOUNTS
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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
Registered Investment Advisor
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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