# Legacy Planning Advisors, LLC

> Legacy Planning Advisors, LLC is an SEC-registered investment advisory firm in Suwanee, GA, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 3, 2026.

- CRD: 121289
- Filed as: LEGACY PLANNING ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Suwanee, GA
- Filing period: October 2026
- Form ADV filing dated: February 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/121289
- AdvisorCensus page: https://advisorcensus.com/firm/legacy-planning-advisors-llc-suwanee-ga-121289

## Quick answers

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

**Where is Legacy Planning Advisors, LLC located?**
Legacy Planning Advisors, LLC's principal office is in Suwanee, GA, according to its Form ADV.

**Is Legacy Planning Advisors, LLC registered with the SEC or a state?**
Legacy Planning Advisors, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 121289.

**How much does Legacy Planning Advisors, LLC manage?**
Legacy Planning Advisors, LLC reports $234,000,000 in regulatory assets under management in its Form ADV filing dated February 3, 2026 (0% discretionary).

**How have Legacy Planning Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Legacy Planning Advisors, LLC: Regulatory assets under management: $132,500,000 in the October 2021 data and $234,000,000 in the October 2026 data, up 77%. Total employees: 7 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Legacy Planning Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (190); high net worth individuals (75).

**Does Legacy Planning Advisors, LLC 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/121289

**What changed in Legacy Planning Advisors, LLC's recent Form ADV filings?**
In the March 2026 filing data: Employees performing advisory functions went from 4 to 8. Regulatory assets under management went from $192,000,000 to $234,000,000 (+22%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $234,000,000
- Discretionary: $0
- Non-discretionary: $234,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 190 | $55,000,000 |
| High net worth individuals | 75 | $179,000,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2018 (8 years)
- Employees: 8 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA, NC, SC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- legacyplanningadvisors.com
- Facebook @LegacyPlanningAdvisorsLLC
- LinkedIn @legacy-planning-group-inc---atlanta

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $132,500,000 | 7 | March 23, 2021 |
| October 2022 | $152,990,000 | 5 | March 31, 2022 |
| October 2023 | $149,228,000 | 3 | March 31, 2023 |
| October 2024 | $175,265,273 | 3 | March 29, 2024 |
| October 2025 | $192,000,000 | 4 | March 31, 2025 |
| October 2026 | $234,000,000 | 8 | February 3, 2026 |

Regulatory assets under management: $132,500,000 in the October 2021 data and $234,000,000 in the October 2026 data, up 77%.
Total employees: 7 in October 2021 and 8 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 4 to 8.
- Regulatory assets under management went from $192,000,000 to $234,000,000 (+22%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Legacy Planning Advisors, LLC (CRD 121289): Form ADV filing data as of October 2026.