Personal Legacy Planners

Personal Legacy Planners (CRD# 153996) is a financial advisory firm headquartered in Grand Rapids, MI. They manage $12,118,492 in 386 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    386
    ACCOUNTS
  • Average Account Value
    $31,395
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
  • Publication of periodicals or newsletters
  • 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.

MI, MO, TX

Financial Advisors at Personal Legacy Planners
Showing 1 - 3 of 3 top financial advisors.
1
Alan P. Tubbergen
CRD#: 5202376
961 Four Mile Road Nw, Suite B, Grand Rapids, MI 49544
93
Wealthminder
score

Alan Tubbergen (CRD# 5202376) is an Investment Advisor Representative working at Personal Legacy Planners in Grand Rapids, MI and has over 5 years of experience in the finance industry.

2
Frederick W. Gearhart
CRD#: 3147196
961 Four Mile Road Nw, Suite B, Grand Rapids, MI 49544
73
Wealthminder
score

Frederick Gearhart (CRD# 3147196) is an Investment Advisor Representative working at Personal Legacy Planners in Grand Rapids, MI and has over 17 years of experience in the finance industry.

3
Dennis C. Tubbergen
CRD#: 2505625
961 Four Mile Road Nw, Suite B, Grand Rapids, MI 49544
63
Wealthminder
score

Dennis Tubbergen (CRD# 2505625) is an Investment Advisor Representative working at Personal Legacy Planners in Grand Rapids, MI and has over 22 years of experience in the finance industry.

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