# Family Legacy Planning

> Family Legacy Planning is an SEC-registered investment advisory firm in Bentonville, AR, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 14, 2026.

- CRD: 294277
- Filed as: FAMILY LEGACY PLANNING
- Legal name: FLP Wealth Management, LLC
- Also doing business as: F.W. MILLER FINANCIAL
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bentonville, AR
- Filing period: October 2026
- Form ADV filing dated: August 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/294277
- AdvisorCensus page: https://advisorcensus.com/firm/family-legacy-planning-bentonville-ar-294277

## Quick answers

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

**How much does Family Legacy Planning charge?**
Its Form ADV Part 2A brochure dated February 20, 2026 states: Flat fee: $1,200 a year (planning services); Hourly rate: $200 an hour (retirement plan services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Family Legacy Planning located?**
Family Legacy Planning's principal office is in Bentonville, AR, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Family Legacy Planning registered with the SEC or a state?**
Family Legacy Planning is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 294277.

**How much does Family Legacy Planning manage?**
Family Legacy Planning reports $169,142,476 in regulatory assets under management in its Form ADV filing dated August 14, 2026 (98% discretionary).

**How have Family Legacy Planning's assets and staff changed since 2024?**
In the Form ADV data for Family Legacy Planning: Regulatory assets under management: $112,147,562 in the October 2024 data and $169,142,476 in the October 2026 data, up 51%. Total employees: 3 in October 2024 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Family Legacy Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (294); high net worth individuals (33); pension and profit sharing plans (but not the plan participants or government pension plans) (13).

**Which custodians does Family Legacy Planning use?**
Family Legacy Planning's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Family 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 SEC record: https://adviserinfo.sec.gov/firm/summary/294277

**Does Family Legacy Planning state an account minimum?**
Its Form ADV Part 2A brochure dated February 20, 2026 says: "There are no minimum investment amounts or conditions required for establishing an account managed by FLP. However, all clients are required to execute an agreement for services in order to establish a client arrangement with FLP and/or the third-party money manager or the sponsor of third-party money manager platforms."

**What changed in Family Legacy Planning's recent Form ADV filings?**
In the September 2026 filing data: Registered or notice-filed in MO.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 20, 2026)

- Account minimum: None

> There are no minimum investment amounts or conditions required for establishing an account managed by FLP. However, all clients are required to execute an agreement for services in order to establish a client arrangement with FLP and/or the third-party money manager or the sponsor of third-party money manager platforms.

- Flat fee: $1,200 a year (planning services)

> The standard first year fixed fee is $1,200 which will be divided by four and payable on a quarterly basis during the first year of service.

- Hourly rate: $200 an hour (retirement plan services)

> The hourly rate for retirement plan services is $200 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $169,142,476
- Discretionary: $166,403,444
- Non-discretionary: $2,739,032

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 294 | $93,790,612 |
| High net worth individuals | 33 | $67,831,044 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 13 | $6,986,624 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $534,196 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2024 (2 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AR, LA, MO, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Lafayette, LA

### Websites listed on Form ADV (Item 1.I)
- [familylegacyplanning.com](https://familylegacyplanning.com)
- [flpwealth.com](https://flpwealth.com)
- [fwmillerfinancial.com](https://fwmillerfinancial.com)
- Facebook @FAMILYLEGACYPLANNING
- Facebook @FWMILLERFINANCIAL
- X @FLP_Wealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $112,147,562 | 3 | June 27, 2024 |
| October 2025 | $135,626,460 | 3 | February 20, 2025 |
| October 2026 | $169,142,476 | 3 | August 14, 2026 |

Regulatory assets under management: $112,147,562 in the October 2024 data and $169,142,476 in the October 2026 data, up 51%.
Total employees: 3 in October 2024 and 3 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Registered or notice-filed in MO.

### March 2026
- Regulatory assets under management went from $135,626,460 to $169,142,476 (+25%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Family Legacy Planning (CRD 294277): Form ADV filing data as of October 2026.