# Masters Legacy Planning

> Masters Legacy Planning is an SEC-registered investment advisory firm in Linwood, NJ, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 3, 2026.

- CRD: 296314
- Filed as: MASTERS LEGACY PLANNING
- Legal name: MLP3, LLC
- Also doing business as: MASTERS LEGACY PLANNING
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Linwood, NJ
- Filing period: October 2026
- Form ADV filing dated: March 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/296314
- AdvisorCensus page: https://advisorcensus.com/firm/masters-legacy-planning-linwood-nj-296314

## Quick answers

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

**Where is Masters Legacy Planning located?**
Masters Legacy Planning's principal office is in Linwood, NJ, according to its Form ADV.

**Is Masters Legacy Planning registered with the SEC or a state?**
Masters Legacy Planning is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 296314.

**How much does Masters Legacy Planning manage?**
Masters Legacy Planning reports $248,141,647 in regulatory assets under management in its Form ADV filing dated March 3, 2026 (100% discretionary).

**How have Masters Legacy Planning's assets and staff changed since 2021?**
In the Form ADV data for Masters Legacy Planning: Regulatory assets under management: $180,161,027 in the October 2021 data and $248,141,647 in the October 2026 data, up 38%. Total employees: 6 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Masters Legacy Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (92); high net worth individuals (47); corporations or other businesses not listed above (7).

**Which custodians does Masters Legacy Planning use?**
Masters Legacy Planning's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Masters 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/296314

**Does Masters Legacy Planning state an account minimum?**
Its Form ADV Part 2A brochure dated March 3, 2026 says: "The Registrant’s clients shall generally include individuals, high net worth individuals, business entities, trusts, estates and charitable organizations. The Registrant does not require a minimum asset level or impose a minimum annual fee for investment advisory services."

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 3, 2026)

- Account minimum: None

> The Registrant’s clients shall generally include individuals, high net worth individuals, business entities, trusts, estates and charitable organizations. The Registrant does not require a minimum asset level or impose a minimum annual fee for investment advisory services.

- Minimum annual fee: None

> The Registrant’s clients shall generally include individuals, high net worth individuals, business entities, trusts, estates and charitable organizations. The Registrant does not require a minimum asset level or impose a minimum annual fee for investment advisory services.

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

### Custodians (Schedule D, Section 5.K(3))
- National Financial 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: $248,141,647
- Discretionary: $248,141,647
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 92 | $42,092,669 |
| High net worth individuals | 47 | $198,166,068 |
| Charitable organizations | Fewer than 5 | $445,605 |
| Corporations or other businesses not listed above | 7 | $7,437,305 |

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

### Firm details
- Registered since: 2018 (8 years)
- Employees: 5 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NJ, NY, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- masterslegacy.com
- mlegacy.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $180,161,027 | 6 | April 19, 2021 |
| October 2022 | $202,324,249 | 5 | April 13, 2022 |
| October 2023 | $191,080,609 | 5 | April 28, 2023 |
| October 2024 | $214,427,429 | 5 | March 20, 2024 |
| October 2025 | $242,145,863 | 5 | July 24, 2025 |
| October 2026 | $248,141,647 | 5 | March 3, 2026 |

Regulatory assets under management: $180,161,027 in the October 2021 data and $248,141,647 in the October 2026 data, up 38%.
Total employees: 6 in October 2021 and 5 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Masters Legacy Planning (CRD 296314): Form ADV filing data as of October 2026.