# Legacy Estate Planning Group, Inc.

> Legacy Estate Planning Group, Inc. is a state-registered investment advisory firm in Omaha, NE, registered since 2010, with no regulatory assets under management reported in its Form ADV filing dated September 1, 2026.

- CRD: 152422
- Filed as: LEGACY ESTATE PLANNING GROUP, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Omaha, NE
- Filing period: October 2026
- Form ADV filing dated: September 1, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/152422
- AdvisorCensus page: https://advisorcensus.com/firm/legacy-estate-planning-group-inc-omaha-ne-152422

## Quick answers

**How is Legacy Estate Planning Group, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Legacy Estate Planning Group, Inc. reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Legacy Estate Planning Group, Inc. located?**
Legacy Estate Planning Group, Inc.'s principal office is in Omaha, NE, according to its Form ADV.

**Is Legacy Estate Planning Group, Inc. registered with the SEC or a state?**
Legacy Estate Planning Group, Inc. is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 152422.

**Does Legacy Estate Planning Group, Inc. 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/152422

## From the Form ADV filing

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

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2010 (16 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NE
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- legacy-wise.com
- legacyestateplanninggroup.com
- lepginc.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Legacy Estate Planning Group, Inc. (CRD 152422): Form ADV filing data as of October 2026.