# Bluegrass Legacy Planning

> Bluegrass Legacy Planning is a state-registered investment advisory firm in Keller, TX, registered since 2025, with no regulatory assets under management reported in its Form ADV filing dated August 3, 2026.

- CRD: 336386
- Filed as: BLUEGRASS LEGACY PLANNING
- Legal name: Bluegrass Legacy Planning, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Keller, TX
- Filing period: October 2026
- Form ADV filing dated: August 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/336386
- AdvisorCensus page: https://advisorcensus.com/firm/bluegrass-legacy-planning-keller-tx-336386

## Quick answers

**How is Bluegrass Legacy Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Bluegrass Legacy Planning reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).

**Where is Bluegrass Legacy Planning located?**
Bluegrass Legacy Planning's principal office is in Keller, TX, according to its Form ADV.

**Is Bluegrass Legacy Planning registered with the SEC or a state?**
Bluegrass Legacy Planning is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 336386.

**Does Bluegrass Legacy Planning report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/336386

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Advisory services (Item 5.G)
- Financial planning services
- Other

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bluegrasslegacygroup.com
- Facebook @bluegrasslegacy

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bluegrass Legacy Planning (CRD 336386): Form ADV filing data as of October 2026.